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Capinsights Partners, LLC CRD 327448
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
48 Maple Avenue, Ste 101, Greenwich, CT 06830 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-15 |
Branch Locations
48 Maple Avenue, Ste 101, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Distribution Services, Llc | 235 W. Galena Street | WI | 10/2020 | 04/2021 |
| Och-Ziff Capital Management | New York | NY | 11/2013 | 06/2017 |
| Anchor Bolt Capital, L.P. | Chicago | IL | 06/2017 | 04/2020 |
| Unemployed | Chicago | IL | 04/2020 | 09/2020 |
| Fts Us Inc | New York | NY | 10/2020 | 05/2023 |
| Old City Securities Llc | New York | NY | 04/2021 | Present |
| Blueprint Investment Partners | Greensboro | NC | 06/2023 | 08/2023 |
| Capinsights Partners | Greenwich | CT | 07/2024 | Present |
Old City Securities LLC, Yes, 589 FIFTH AVENUE, PH, NEW YORK, NY 10017, Broker-Dealer, Registered Representative, 04/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-19 |
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