CATO PARTNERS MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
161201
Registered since
March 27, 2012

Firm profile

FINTRX

Overview

Cato Partners Management, LLC is a privately held limited liability company that has been SEC-registered since 2012. The firm is structured as an owner-operated adviser (individual owner type) and is classified as unclassified in the public snapshot. Its primary business activity is acting as a CPO/CTA, and it also serves as a sponsor, general partner, or managing member of pooled investment vehicles. The firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ROY JIMENEZ

    Chief Financial OfficerCRD 4360541

Contacts

1 of 1
  • DERK CULLINAN

    Managing PartnerCRD 3140422

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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
3 Columbus Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth