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Steven Robert Nelson

Capinsights Partners, LLC

Greenwich, CT

Stamford, CT

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Current Employers
Capinsights Partners, Llc

48 Maple Avenue, Ste 101, Greenwich, CT 06830 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-09-14
  • CT RA
    APPROVED
    Since 2023-09-14

Branch Locations

48 Maple Avenue, Ste 101, Greenwich, CT 06830 • United States

Stamford, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2020 → 05/2023
    Fts Us
    New York, NY
  • 03/2013 → 03/2018
    Och-Ziff Capital Management
    New York, NY
  • 04/2018 → 06/2020
    Magnetar Capital
    Evanston, IL
  • 09/2020 → 04/2021
    Umb Distribution Services, Llc
    Milwaukee, WI
  • 09/2020 → 05/2023
    Clarkston Capital Partners, Llc
    Bloomfield Hills, MI
  • 04/2021 → Present
    Old City Securities Llc
    New York, NY
  • 07/2020 → 05/2023
    Ifo Consulting
    New York, NY
  • 05/2023 → 08/2023
    Blueprint Investment Partners
    Greensboro, NC
  • 08/2023 → Present
    Capinsights Partners Llc
    Greenwich, CT
Previous Registrations
Other Businesses

Old City Securities LLC, Yes, 589 FIFTH AVENUE, PH, NEW YORK, NY 10017, Broker-Dealer, Registered Representative, 04/2021

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-05
S63 Uniform Securities Agent State Law Examination 2020-11-10
  • S65 Uniform Investment Adviser Law Examination
    2021-01-05
  • S63 Uniform Securities Agent State Law Examination
    2020-11-10

View on SEC IAPD

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KEVIN M NICHOLS
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CHRISTINE MARIE HARSAGHY
ANTONIO DEBARROS
ASHLEY CHRISTINE ANGELO
SARAH A WILLIAMS

Other Offices

PARSIFAL CAPITAL MANAGEMENT, LP · GREENWICH, CT
MARCH ALTUS CAPITAL MANAGEMENT LP · GREENWICH, CT
BRX GLOBAL · GREENWICH, CT
MORGAN STANLEY · Greenwich, CT
MAIN STREET RESEARCH LLC · Greenwich, CT
ENDEAVOUR CAPITAL ADVISORS INC. · GREENWICH, CT
AXIOM ASSET ADVISORS, LLC · GREENWICH, CT
SEARLE & CO. · GREENWICH, CT

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