COUNTERVEW CAPITAL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
JERICHO, New York
CRD number
307449
Registered since
February 6, 2020

Firm profile

FINTRX

Overview

Countervew Capital Management LLC is a small, SEC-registered investment adviser that operates primarily as a sponsor and general partner for pooled investment vehicles. The firm’s activity centers on creating and managing private funds rather than running retail advisory accounts; its public-facing footprint shows no registered advisory client relationships. Registered in 2020 and organized as a limited liability company under individual ownership, Countervew positions itself as an active manager at the fund level, taking on GP and managing-member roles in pooled vehicles. The firm is not flagged as an active ESG investor, is not a multi-state adviser and is not identified as a capital allocator. Its business model emphasizes control and governance of fund vehicles rather than providing broad, discretionary wealth-management services to a retail client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Brian Rubenstein

    FounderCRD 7226865

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

JERICHO, NY

NASSAU

Location

JERICHO, NY

Headquartered in JERICHO, 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
NASSAU
Address
500 N Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth