9d Capital LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 308524
- Website
- www.9dcapital.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI93.39%
- Individuals6.61%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
9d Capital LLC is a small, privately owned limited liability company that serves individual and family clients. The firm operates both as an investment adviser and as a registered representative of a broker-dealer, and it describes itself as a capital allocator and sponsor/GP for pooled investment vehicles. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and educational workshops. Fee arrangements reported include percentage of AUM, fixed fees and performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser in the provided filing.
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
Asset composition
- Other100%
Contacts
3 of 3Lauralee Donnelly
Managing DirectorCRD 5396217

Sam Hicham Alaoui
Investment BankerCRD 4640450

Nazariy Blagyy
Managing PartnerCRD 7375411
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
- 244 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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