CODA CAPITAL ADVISORS
Firm details
- Headquarters
- PHILADELPHIA, Pennsylvania
- CRD number
- 330642
Firm profile
FINTRXOverview
Coda Capital Advisors is organized as a limited liability company that operates as an investment adviser. Public-facing classifications identify the firm as "Unclassified." Ownership is recorded as a mix of a domestic entity and an individual, and it is affiliated broadly as an "Other Investment Adviser." The firm does not identify as a capital allocator, is not flagged as an active ESG investor, and is not described as a multi-state or pension-consulting adviser. Regulatory details such as SEC registration year are not specified in the available profile. The firm's activities appear focused on advising at least one pooled private investment vehicle rather than on providing broad retail advisory services.
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
Owners & executives
3 of 3BRENDAN FAY
Chief Investment OfficerCRD 4416743
Brandt Stiles
Chief Executive OfficerCRD 7888367
Andrew Lammert
Chief Legal OfficerCRD 7888602
Contacts
1 of 1Robert Lenzen
Executive Vice PresidentCRD 7888600
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PHILADELPHIA, PA
PHILADELPHIA
Location
PHILADELPHIA, PA
Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- PHILADELPHIA
- Address
- 123 S Broad St
- Time zone
- ET (UTC-5)
- Office locations
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