Wellfleet Investments LLC

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80 Cuttermill Rd
Great Neck, NY 11021
+1 (516) 487-7450
https://wellfleetinvestments.com

Wellfleet Investments LLC is a registered broker-dealer with the Securities Exchange Commission, offering investment banking and managed account referral services to issuers, family offices, and high-net-worth individuals. The firm specializes in structuring and placing financing for both private and public enterprises, leveraging a robust network of family offices with over $22 billion in investments.

Led by CEO and Managing Partner Jeffrey Bega, who has over 35 years of experience in the financial services industry, Wellfleet fosters relationships with top-tier asset managers while offering tailored programs for families with significant assets. The company is a member of FINRA and SIPC, ensuring compliance and protection for its clients.

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