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 recorded in FINTRX as an SEC-registered investment adviser organized as a partnership and first registered in 2008. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified in the dataset as "Unclassified," which indicates FINTRX has not assigned it to a standard firm category. FINTRX flags indicate First Avenue does not act as a capital allocator and is not designated an active ESG investor. The record also marks it as not a multi-state adviser, not newly formed, and not a pension consultant; it is not identified as a related adviser to another entity. FINTRX does not provide details in the profile about the firm’s advisory offerings, fee structure, client mix, or day-to-day business activities, so public-facing activity and service focus are not described in the dataset.
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
2 of 2Paul Buckley
Managing PartnerCRD 1822709
Ervena Veerabudren
Compliance OfficerCRD 6292730
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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