COEFFICIENT CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
299097
Registered since
October 16, 2018

Firm profile

FINTRX

Overview

Coefficient Capital is a small, privately held investment manager organized as a limited liability company and first registering with the SEC in 2018. The firm operates as a sponsor and general partner, serving as the managing member of pooled investment vehicles. Public filings characterize the ownership as individual and do not list a broader advisory platform or multi-state advisory footprint. The firm does not identify itself as an active ESG investor and is not described as a pension consultant, related adviser, or a capital allocator in the provided records.

Assets & Accounts

Investments & Alternatives

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 3
  • Andrew Goletka

    Managing PartnerCRD 7027987

  • FRANKLIN ISACSON

    Managing PartnerCRD 5435901

  • Arpon Ray

    PartnerCRD 7027936

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
27 Union Sq W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth