Coview Capital, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 35842
- Registered since
- August 12, 1994
- Website
- coviewcapital.com
Firm profile
FINTRXOverview
Coview Capital, Inc. is recorded as a corporation that has been SEC-registered since 1994 and is owned by an individual. The FINTRX profile classifies the firm as "unclassified" and marks it as not functioning as a capital allocator. The record also indicates the adviser is not an active ESG investor, is not a multi-state adviser, is not newly formed, and does not serve as a pension consultant or related adviser. The profile provides limited disclosure regarding the firm's advisory activities, client segments, fee model, or investment mandates, so specific lines of business and investment positioning are not documented in the dataset.
Assets & Accounts
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
Contacts
3 of 8Jeffrey Lehman
Registered RepresentativeCRD 2701564

Christopher Novak
Managing DirectorCRD 5099366

Samuel Yellin
Principal, Managing DirectorCRD 2119284
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
- 780 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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