Loading organizations...
Key people at 72Capital.
72Capital was founded in 2010 by Garth Shephard (Founder & Partner).
Seventy2 Capital is a dedicated wealth management firm providing comprehensive financial advisory services. The practice offers experienced guidance to help clients achieve their most important financial goals. It employs a client-focused approach, specializing in personalized strategies for wealth growth and preservation, built on understanding market dynamics and individual financial aspirations.
Co-founded by CEO Paul H. Carlson and President Thomas Fautrel, with Mike Levitsky as a founding member and Chief Investment Officer, Seventy2 Capital originated as an independent practice. The founders transitioned from a successful team at Wells Fargo, establishing the firm within the Wells Fargo Advisors Financial Network. Their insight was to offer client-centric wealth management with enhanced autonomy.
Seventy2 Capital primarily serves high-net-worth individuals, including Fortune 500 executives and affluent families, delivering tailored financial solutions. The firm's vision focuses on expanding its geographical presence and continually enhancing support for clients and advisors, aiming to manifest financial goals through its robust independent platform.
72Capital was founded in 2010 by Garth Shephard (Founder & Partner).
72Capital has 1 tracked investment across 1 company. The latest tracked deal is $1.5M Seed in AirBolt® in September 2021.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Sep 9, 2021 | AirBolt® | $1.5M Seed | 72capital | — |
Key people at 72Capital.