Claim Profile
DM

Donald Patrick Mccarthy

NORTHAMPTON CAPITAL PARTNERS LLC·MIAMI, Florida
Unclaimed Profile
333 S.E. 2ND AVENUE, MIAMI, FL 33131CRD# 5041287Firm CRD# 329072
01

About

Donald Patrick Mccarthy is a registered financial advisor based in MIAMI, Florida, affiliated with NORTHAMPTON CAPITAL PARTNERS LLC. 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
NORTHAMPTON CAPITAL PARTNERS LLC
NORTHAMPTON CAPITAL PARTNERS
AUM
$125M
Regulatory assets under management
Employees
11
Total firm employees
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PORTFOLIO COMPANY FEES, MONITORING FEES, TRANSACTION FEES
Regulatory
SEC/IARD CRD# 5041287
Firm CRD# 329072
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MIAMI?

Browse all registered financial advisors in MIAMI, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Donald Patrick Mccarthy offer?
Donald Patrick Mccarthy specializes in Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are Donald Patrick Mccarthy's credentials?
Donald Patrick Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Patrick Mccarthy located?
Donald Patrick Mccarthy is based in MIAMI, Florida, working with NORTHAMPTON CAPITAL PARTNERS LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Donald Patrick Mccarthy charge for services?
Donald Patrick Mccarthy's firm is compensated through percentage of aum, performance-based fees, other: portfolio company fees, monitoring fees, transaction fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHAMPTON CAPITAL PARTNERS LLC?
NORTHAMPTON CAPITAL PARTNERS LLC has approximately 11 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty