First Avenue
Firm details
- Headquarters
- New York, New York
- CRD number
- 145860
- Registered since
- May 6, 2008
- Website
- www.firstavenue.com
Firm profile
FINTRXOverview
First Avenue is organized as a partnership and has been SEC-registered since 2008. Ownership is reported as a mix of a domestic entity and an individual owner. The firm's regulatory profile is listed as "Unclassified" in the available snapshot, and several operational flags are negative: it is not identified as a capital allocator, is not flagged as an active ESG investor, and is not recorded as a multi-state adviser. The record also indicates the firm is not newly formed, does not act as a pension consultant, and does not appear as a related adviser in the dataset. Public disclosures in the source material are limited: there are no concrete descriptions of the firm's advisory services, fee schedule, target client segments, or investment process. The available attributes suggest a small, privately held adviser with a conservative public profile rather than a firm that publicly markets a broad roster of capabilities or specialized investment programs.
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
Owners & executives
1 of 1Lydia Plant
Chief Financial OfficerCRD 7390471
Contacts
3 of 17Paul Buckley
Managing PartnerCRD 1822709
Michael Dunham
PartnerCRD 2533609

Jeffrey Davis
PartnerCRD 2790327
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
- 461 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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