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CAPVEST PARTNERS, INC.
375 Park Ave
New York, New York 10152
Tel: 212-430-1400
About CAPVEST PARTNERS, INC.
CAPVEST PARTNERS, INC, formally registered with the SEC as CAPVEST PARTNERS, INC. The firm was established in 01/18/2023. They have over 1 offices throughout the country.
CAPVEST PARTNERS, INC. is a New York, New York based Financial Planning firm with nearly $5,924,592,662 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324459 |
| SEC# | 801-127205 |
| Assets Managed by Firm | $5,924,592,662 |
| No. of Clients | 8 |
| No. of Advisors | 10 |
Fee Structure
- Other (INVESTMENT ADVISORY FEE FROM CAPVEST PARTNERS LLP)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8 | $5,924,592,662 |
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