FIRESIDE INVESTMENTS

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
RYE, New York
CRD number
323080
Registered since
August 12, 2022

Firm profile

FINTRX

Overview

Fireside Investments is a limited liability company that operates primarily as the sponsor and general partner of pooled investment vehicles rather than as a traditional retail advisory firm. Registered with the SEC in 2022 and owned by an individual, the firm’s regulatory profile lists roles consistent with fund management: other investment adviser and sponsor, GP, and managing member of pooled investment vehicles. Fireside does not identify as an active ESG investor, is not registered as a multi-state adviser, and is classified as unclassified in the available snapshot. The firm’s activity is concentrated on managing private pooled funds rather than providing broad-based advisory services to retail clients.

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

1 of 1
  • JONATHAN LANGER

    Founder and CEOCRD 2657141

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RYE, NY

WESTCHESTER

Location

RYE, NY

Headquartered in RYE, 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
WESTCHESTER
Address
200 Locust Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth