Unclaimed Profile

Charles Mc Lee

NIPUN CAPITAL, L.P.·FOSTER CITY, California

Series 65Clean record14 years registeredNIPUN CAPITAL, L.P.

950 TOWER LANE, FOSTER CITY, CA 94404CRD# 6015676Firm CRD# 159752

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Mc Lee · FOSTER CITY, CA

Registration

CRD #6015676 · NIPUN CAPITAL, L.P. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NIPUN CAPITAL, L.P.

NIPUN CAPITAL, L.P.

Apr 2012 – Dec 2025

SAN MATEO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 18, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NIPUN CAPITAL, L.P.

CRD 159752 · SEC 801-78276

AUM

$1.4B

Regulatory assets under management

Employees

7 client accounts

Services offered by NIPUN CAPITAL, L.P.

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at NIPUN CAPITAL, L.P. →

Introduction

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Frequently Asked Questions

What services does Charles Mc Lee offer?

Charles Mc Lee specializes in Retirement Planning, Wealth Management.

What are Charles Mc Lee's credentials?

Charles Mc Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Mc Lee located?

Charles Mc Lee is based in FOSTER CITY, California, last registered with NIPUN CAPITAL, L.P..

How does Charles Mc Lee charge for services?

Charles Mc Lee's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NIPUN CAPITAL, L.P.?

NIPUN CAPITAL, L.P. has approximately 15 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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