1964 Global
Firm details
- Headquarters
- New York, New York
- CRD number
- 139091
- Registered since
- May 16, 2006
Firm profile
FINTRXOverview
1964 Global is organized as a limited liability company and is classified in the dataset as a placement agent. The firm is owned by an individual and is positioned to operate on the intermediary side of capital formation rather than as a traditional investment manager: it is not listed as a capital allocator and does not report advisory or portfolio-management activities in the provided data. The record also notes that the firm is not an active ESG investor, not a multi-state adviser, and is not identified as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Keith Butler
PresidentCRD 1157669
Melanie Megenity
CRD 4465319

Alfred Ripoll
Data AnalystCRD 8228018
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 71 Murray St
- Time zone
- ET (UTC-5)
- Office locations
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