FITZPATRICK SECURITIES LLC

HAGAN, RYAN FITZPATRICK Legal Name

Adviser information for FITZPATRICK SECURITIES LLC last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location New Hampshire, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services
Compensation

Identifiers

SEC RIA File Number 802-107826
SEC ERA File Number 802-107826
SEC CIK Numbers 1731360
SEC CRD Numbers 282734
Legal Entity Identifier 254900NS7DSWWY9PPN05

Principal Office

975 OCEAN BLVD
STE 30
HAMPTON
NH
United States
Monday - Friday, 8:00 AM - 4:00 PM ET
Tel: 1 (888) 348-9732, Fax: None

Chief Compliance Officer

RYAN HAGAN
PRINCIPAL & PORTFOLIO MANAGER
975 OCEAN BLVD
STE 30
HAMPTON
NH
United States
Tel: 6176829897
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
FITZPATRICK CAPITAL MANAGEMENT LP Private Equity Fund $0.0M $0.3M 1

Control Persons

Name Type Entity Title Since Ownership
FITZPATRICK SECURITIES LLC Domestic Entity RYAN F. HAGAN, PRINCIPAL & PORTFOLIO MANAGER 07/2017 > 75%

No. Employees, Historic

0002020202120222023202420250 on 5/12/20200 on 10/26/20200 on 6/29/20210 on 3/3/20220 on 3/27/20230 on 3/12/2024