CORPORATE PARTNERS & CO. LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
168356
Registered since
July 15, 2014

Firm profile

FINTRX

Overview

Corporate Partners & Co LLC is organized as a limited liability company and has been SEC-registered since 2014. FINTRX classifies the firm as an investment bank; ownership is reported as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, and it is not marked as an active ESG investor. FINTRX also indicates the firm is not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser.

Assets & Accounts

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

3 of 3
  • ANDREW FENSTER

    Independent ContractorCRD 2889908

  • SPENSER HUSTON

    President, CEOCRD 1407545

  • Andrew West

    Independent ContractorCRD 7812009

Contacts

3 of 10
  • DAVID MCMILLAN

    Managing DirectorCRD 1174126

  • WILLIAM WELNHOFER

    PartnerCRD 2044388

  • PHILIP KEEVIL

    ConsultantCRD 1094224

Unlock 7 more contacts

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
1270 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth