Procyon Private Wealth Partners is an investment advisor in Shelton with $4.94 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
821652002
SEC advisor number
801-110493
FINRA CRD number
288239
AUM ?
$4.94 bn
(as of 5 Jun 23)
Accounts
3,330
(as of 5 Jun 23)
Employees
37
(29 investment advisory or research)
Address
Procyon Private Wealth Partners
1 CORPORATE DRIVE
SUITE 225
SHELTON
CT 06484
1 CORPORATE DRIVE
SUITE 225
SHELTON
CT 06484
Office hours
Monday - Friday, BY APPOINTMENT
Phone
475-232-2704
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Fiore, Phil, Giuseppe | Executive Managing Member and Chief Executive Officer | 05/2017 | < 5% |
| Procyon Partners, LLC | Managing Member (Holding Company) | 05/2017 | > 75% |
| Foster, Christopher, Edwin | Managing Member and Chief Compliance Officer | 06/2017 | < 5% |
| Gloria, Louis | Managing Member | 06/2017 | < 5% |
| Farrar, Jeffrey, Hopkins | Executive Managing Member and Chief Operating Officer | 06/2017 | < 5% |
| Gahan, Thomas, Michael | Managing Member | 06/2017 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Oct 24
13F-HR
Quarterly holdings report by institutional manager
2 Aug 24
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22