Coview Capital, Inc.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
35842
Registered since
August 12, 1994

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 8
  • Jeffrey Lehman

    Jeffrey Lehman

    Registered RepresentativeCRD 2701564

  • Christopher Novak

    Christopher Novak

    Managing DirectorCRD 5099366

  • Samuel Yellin

    Samuel Yellin

    Principal, Managing DirectorCRD 2119284

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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
780 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth