Company Research Report: Four Points Capital Partners, LLC
Company Overview
- Name: Four Points Capital Partners, LLC
- Mission: To provide clients with innovative products and services that are customized based on the client’s individual needs. As an independent broker-dealer, the company evaluates and selects among high-quality financial products and services, applying its market knowledge to meet unique client requirements.
- Founded: No information is available.
- Founders: No information is available.
- Key People:
- Mike Martino - CEO
- Gene Murphy - Compliance
- Jeffrey Tooke - Compliance
- Clarke Gray - FINOP
- Robert Barreca - Compliance
- Jeff Goldberg - Retail
- Kwok Chiu - Wealth Management
- Headquarters: New Jersey, USA
- Number of Employees: No information is available.
- Revenue: No information is available.
- Known For: Four Points is recognized as a FINRA/SIPC member independent broker-dealer, known for offering a wide range of financial services including retail investment, investment banking, sports advisory, institutional trading, and wealth management.
Products
Offered Products and Services:
1. Retail Services
- Description: Services related to asset accumulation/allocation, estate/education planning, etc.
- Key Features: Customized solutions tailored to individual retail clients' needs.
2. Investment Banking
- Description: Advisory services for corporate finance, mergers, acquisitions, and other financing solutions.
- Key Features: Strategic advice and capital raising services.
3. Sports Advisory
- Description: Financial planning and management services for sports industry clients.
- Key Features: Tailored advisory services specific to sports organizations and athletes.
4. Wealth Management
- Description: A range of services aimed at managing and growing clients' assets.
- Key Features: Comprehensive wealth management solutions for individuals and institutions.
5. Institutional Trading
- Description: Trading services for institutional investors.
- Key Features: High-level trading execution and market access.
6. Insurance
- Description: Insurance solutions tailored to client needs.
- Key Features: Innovative and comprehensive insurance coverage options.
Recent Developments
- December 2023: Publication of information related to Parella Sports.
- November 2022: Completion of a $3 million Series A funding round.
- October 2022: FPCP's Rich Tehrani was quoted in Forbes, indicating a level of media engagement and recognition.
- Former Events:
- May 2022: Involvement in securities research and firm commitment underwriting.
- April 2022: FPCP was named to the Financial Advisor Magazine's 2022 List, highlighting industry recognition.
- Previous notable events include partnerships and collaborations with entities like USA Rare Earth LLC (July 2020) and Nashville Predators (May 2019).
- New Products/Partnerships: The company has partnerships with several firms including Moss & Gilmore LLP, Thornton & Associates, Compliance Risk Concepts, Stevens & Lee, and INTL FCStone Financial, Inc (now StoneX Financial Inc).
- Loss and Tribute: In memory of Neil Finestone, a valued member with a career spanning almost 35 years, noted for his dedication to exceptional financial planning and investment strategies. He held distinguished certifications including CFP®, CLU, ChFC, and AIF®.
This detailed research report captures the essential information related to Four Points Capital Partners, LLC based on the available data, structured to meet professional market analysis requirements.
