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James Sidwa

CAPITAL PARTNERS HOLDINGS, INC.·NORWALK, Connecticut
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301 MERRITT 7, NORWALK, CT 06851CRD# 6028793Firm CRD# 161657
01

About

James Sidwa is a registered financial advisor based in NORWALK, Connecticut, affiliated with CAPITAL PARTNERS HOLDINGS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CAPITAL PARTNERS HOLDINGS, INC.
CAPITAL PARTNERS HOLDINGS, INC.
AUM
$1.2B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at CAPITAL PARTNERS HOLDINGS, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: WE RECEIVE A PERCENTAGE OF EBITDA FROM PORTFOLIO COMPANIES
Regulatory
SEC/IARD CRD# 6028793
Firm CRD# 161657
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Sidwa offer?
James Sidwa specializes in Retirement Planning. Contact their office in NORWALK, Connecticut for a consultation.
What are James Sidwa's credentials?
James Sidwa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Sidwa located?
James Sidwa is based in NORWALK, Connecticut, working with CAPITAL PARTNERS HOLDINGS, INC.. Their office serves clients in the NORWALK metropolitan area and surrounding communities.
How does James Sidwa charge for services?
James Sidwa's firm is compensated through percentage of aum, performance-based fees, other: we receive a percentage of ebitda from portfolio companies. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL PARTNERS HOLDINGS, INC.?
CAPITAL PARTNERS HOLDINGS, INC. has approximately 25 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
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Research
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