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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 | 2023-09-14 |
Branch Locations
48 Maple Avenue, Ste 101, Greenwich, CT 06830 • United States
Stamford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fts Us | New York | NY | 07/2020 | 05/2023 |
| Och-Ziff Capital Management | New York | NY | 03/2013 | 03/2018 |
| Magnetar Capital | Evanston | IL | 04/2018 | 06/2020 |
| Umb Distribution Services, Llc | Milwaukee | WI | 09/2020 | 04/2021 |
| Clarkston Capital Partners, Llc | Bloomfield Hills | MI | 09/2020 | 05/2023 |
| Old City Securities Llc | New York | NY | 04/2021 | Present |
| Ifo Consulting | New York | NY | 07/2020 | 05/2023 |
| Blueprint Investment Partners | Greensboro | NC | 05/2023 | 08/2023 |
| Capinsights Partners Llc | Greenwich | CT | 08/2023 | 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 | 2021-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-10 |
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