Dominari Im LLC

RIASEC RegisteredEst. 2026
Total AUM
$302M
Discretionary
$302M
100% of AUM
Avg account
$14.4M
Accounts
21
Employees
3
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
334275
Registered since
August 11, 2026
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Dominari Im LLC is a limited liability company registered with the SEC in 2026 that provides portfolio management for pooled investment vehicles. The firm targets institutional clients and typically charges performance-based fees. Its regulatory and organizational profile lists it as an unclassified adviser; it is not designated as a capital allocator and is not identified as an active ESG investor. Industry affiliations on record include roles beyond pure advice — broker-dealer, other investment adviser, law firm, and sponsor/GP/managing member of pooled investment vehicles — suggesting involvement in fund sponsorship and operating roles in addition to advisory duties.

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
  • Kyle Wool

    Kyle Wool

    Chief Executive OfficerCRD 4238101

  • Jaime Mercado

    Jaime Mercado

    Chief Compliance OfficerCRD 2863760

Contacts

1 of 1
  • Eric Newman

    Eric Newman

    Registered RepresentativeCRD 2509259

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
725 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth