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85 Washington St 1F, Norwalk, CT 06854 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Capital Private Securities | San Francisco | CA | 02/2012 | 04/2017 |
| North Capital Inc. | San Francisco | CA | 11/2011 | 04/2017 |
| Gpb Capital | New York | NY | 04/2017 | 11/2018 |
| Addita Advisory Llc | Fairfield | CT | 01/2019 | Present |
| North Capital Private Securities | Midvale | UT | 03/2019 | 04/2024 |
| Iselect | St Louis | MO | 09/2020 | 08/2023 |
| Hondo Partners | Stamford | CT | 03/2004 | Present |
| Crm Holdings | Stamford | CT | 01/2015 | Present |
NORTH CAPITAL SEED VENTURES LLC (NCSV) 623 E FT UNION BLVD, STE 101, SALT LAKE CITY, UT 84047. INVESTMENT-RELATED. PARTNER. DE LIMITED LIABILITY COMPANY FORMED FOR THE PURPOSE OF INVESTING IN CERTAIN AFFILIATES AND/OR CUSTOMERS OF NCPS AND/OR OTHER NON-AFFILIATED COMPANIES. 0HRS / MO. THIS ENTITY HAS NO INVESTORS OTHER THAN PRINCIPALS AND EMPLOYEES OF NORTH CAPITAL. MAR 2014 CRM HOLDINGS RE LLC 19 OLD BARN RD, FAIRFIELD CT 06824 LLC FORMED TO MAKE AND MANAGE DIRECT REAL ESTATE INVESTMENTS INVESTMENT-RELATED. OWNER ALONG WITH MY WIFE 0 HRS/ MO JUNE 2013 CRM HOLDINGS REAL ESTATE 19 OLD BARN RD, FAIRFIELD CT 06824 LLC FORMED TO MAKE AND MANAGE DIRECT INVESTMENTS INVESTMENT-RELATED. OWNER ALONG WITH MY WIFE 0 HRS/ MO JUNE 2013 CRM HOLDINGS LLC 19 OLD BARN RD, FAIRFIELD CT 06824 LLC FORMED TO MAKE AND MANAGE DIRECT INVESTMENTS INVESTMENT-RELATED. OWNER ALONG WITH MY WIFE 0 HRS/ MO JUNE 2013 Addita Advisory LLC 19 OLD BARN RD, FAIRFIELD CT 06824 LLC FORMED TO Provide business advisory services NOT INVESTMENT-RELATED. OWNER ALONG WITH MY WIFE 0 HRS/ MO January 2019 Iluria Health - Jerusalem, Israel. Technology company. Board advisor. 1 hour per week. June 2023. HondoGo. 1 Stamford Pl, Stamford, CT 06902. Not investment related. EV Charger company. Advisor. 10 trading hours per month. May 2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-27 |
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