2201 Capital, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 341112
- Registered since
- February 27, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
2201 Capital, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm serves individual and family clients through discretionary portfolio management and charges fees as a percentage of assets under management. It reports an owner-type of individual and indicates it does not operate as a capital allocator. The firm is not classified as an active ESG investor. Listed industry affiliations include a law firm, a real estate broker, and roles as sponsor/GP/managing member of pooled investment vehicles, suggesting some operational involvement with private deal structures even while primarily allocating to external managers.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents10%
- Other10%
Contacts
3 of 3Nora Khalil
PartnerCRD 8230824
Omar Bassal
Investment Adviser RepresentativeCRD 7084200

Tariq Siyam
Managing PartnerCRD 6867557
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
- 131 W 33rd St
- Time zone
- ET (UTC-5)
- Office locations
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