COMMUNITY TAILORED OPPORTUNITIES LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
329076
Registered since
January 11, 2024

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MATTHEW BERNARD

    Co-Founder & CEOCRD 4726650

  • MICHAEL GENTILE

    Chief Revenue OfficerCRD 4758817

Contacts

1 of 1
  • SCOTT ARMY

    PartnerCRD 5020528

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
1460 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth