Bids Trading L.P.

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
141296
Registered since
January 4, 2007

Firm profile

FINTRX

Overview

Bids Trading L.P. is organized as a partnership and appears in regulatory records as an SEC-registered entity since 2007. The firm is listed as owned by a combination of a domestic entity and an individual and is categorized as "Unclassified" in the source data. The record does not disclose specific advisory activities, client segments, fee structures, or formal business lines. FINTRX indicates the firm is not a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser. Other adviser roles such as pension consultant or related adviser are likewise not indicated.

Assets & Accounts

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

3 of 3
  • Theodore Lazo

    Theodore Lazo

    Chief Legal OfficerCRD 7215911

  • Brian Smith

    Brian Smith

    Chief Compliance OfficerCRD 2866603

  • Adel Sarhan

    Adel Sarhan

    Chief Operating OfficerCRD 5354052

Contacts

3 of 16
  • Thomas Polifroni

    Thomas Polifroni

    Vice PresidentCRD 5353936

  • Brian Hickey

    Brian Hickey

    Senior DirectorCRD 2728839

  • Nicole Masse

    Senior MD SalesCRD 4138609

Unlock 13 more contacts

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
1 Liberty Plz
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth