COMMUNITY TAILORED OPPORTUNITIES LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 329076
- Registered since
- January 11, 2024
Firm profile
FINTRXOverview
Community Tailored Opportunities LLC is organized as a limited liability company that operates primarily as an adviser and sponsor to pooled investment vehicles. The firm is structured to serve as a general partner and managing member of private funds rather than as a traditional advisory shop with retail or separately managed accounts. Registered with the SEC in 2024, Community Tailored focuses its activity on launching and managing multiple private funds and acting as the sponsor/GP for those vehicles. It is not identified as an active ESG investor and positions itself around fund-based capital allocation rather than direct wealth management for individual advisory clients.
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
2 of 2MATTHEW BERNARD
Co-Founder & CEOCRD 4726650
MICHAEL GENTILE
Chief Revenue OfficerCRD 4758817
Contacts
1 of 1SCOTT ARMY
PartnerCRD 5020528
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1460 Broadway
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
VALAR VENTURES LLC
Exempt Reporting AdvisorNew York, NY
UNION SQUARE VENTURES
Exempt Reporting AdvisorNew York, NY
MEYER GLOBAL MANAGEMENT LLC
Exempt Reporting AdvisorNew York, NY
APPLE TREE VENTURE MANAGEMENT LLC
Exempt Reporting AdvisorNew York, NY
YORKTOWN PARTNERS LLC
Exempt Reporting AdvisorNew York, NY
CENTANA MANAGEMENT, LLC
Exempt Reporting AdvisorNew York, NY