P
$1.5M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
2 Employees
14 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2018
- Office Locations
- 2
Office Locations
230 W. 41st ST Suite 1103 NEW York NY
-- -- NY
About Procapita Partners, LLC
Procapita Partners, LLC is a NEW York-based RIA with 2 offices. The firm has been operating for 8 years. Managing $1.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$1.5M AVG AUM / ADVISOR
$104.9K AVG AUM / CLIENT
8.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOSEPH JOHN GRECO
Chief Compliance Officer, Chief Executive Officer, FOUNDER, PARTNER
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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J
Joseph Greco
Founder & Chief Executive Officer
- CRD
- --
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,469,000 | $104,929 |
| Non-Discretionary | $0 | -- |
| Total | $1,469,000 | $104,929 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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