Coady Diemar Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
128334
Registered since
January 13, 2004

Firm profile

FINTRX

Overview

Coady Diemar Partners, LLC is organized as an individually owned limited liability company that is classified as an investment bank. The firm does not present itself as a capital allocator and does not identify as an active ESG investor. Available metadata also indicates it is not set up as a multi-state adviser, a pension consultant, or a related adviser. The firm has not published detailed descriptions of its business activities, advisory services, client segments, fee arrangements, or specific investment preferences. That lack of disclosed operating detail means public-facing information about how the firm positions its services or sources mandates is limited.

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

Contacts

3 of 8
  • John Magrane

    John Magrane

    Managing DirectorCRD 719036

  • J Mullen

    J Mullen

    Senior AdvisorCRD 1079394

  • Joseph Sipkin

    Joseph Sipkin

    Financial and Operations PrincipalCRD 1334813

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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
270 Lafayette St
Time zone
ET (UTC-5)
Office locations

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