42 Am, LLC

RIASEC Registered
Total AUM
$51.9M
Discretionary
$1.9M
4% of AUM
Avg account
$17.3M
Accounts
3
Employees
5
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
339735
Registered since
May 28, 2026
Custodians
TRUIST SECURITIES
Fee structure
Percentage of AUM, Other
Client types
  • Insurance Companies96.43%
  • Pooled Investment Vehicles3.57%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

42 Am, LLC is a limited liability company that operates as an institutional registered investment adviser. The firm describes its primary advisory work as portfolio management for pooled investment vehicles and for businesses or institutional clients. It also functions as a sponsor, general partner and managing member of pooled investment vehicles. Fee arrangements include a percentage-of-AUM component plus other fee types. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Investment Grade Corp Bonds 100%100%
  • Investment Grade Corp Bonds100%

Contacts

2 of 2
  • Colbey Arden

    Co-Founder and Managing PartnerCRD 7177437

  • Bryan Robertson

    CRD 7156343

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
150 Greenwich St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth