05 CAPITAL ADVISORS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
332097
Registered since
September 6, 2024

Firm profile

FINTRX

Overview

05 Capital Advisors LLC is a corporation focused on investment management, although specific details about its investment strategies and preferences are not disclosed. The firm operates under an unclassified classification, suggesting a flexible approach to its advisory activities. It does not engage in capital allocation or provide pension consulting services, and it is not recognized as an active ESG investor. The firm appears to be privately held and does not have a multi-state advisory presence.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JERVIS BAY

    Founder & CIOCRD 5748270

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
55 Reade St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth