AUMdb

Culture Capital Partners, Llc

State-registered Insurance-Affiliated · Boutique (under $100M) CRD 299797 · · www.linkedin.com
☆ Save with Pro ADV data as of Jun 08, 2026
Regulatory AUM
$1.0M
Discretionary
$1.0M
Clients
6
Avg AUM / client
$167K
Accounts
6
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 6 $1.0M 100.0%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Gerard Alonzo Singfield Registered representative Jan 2026 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/08/2026 1.1 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.

View current Form ADV (SEC/IAPD) ↗