FIRST MANHATTAN SECURITIES LLC

Broker-DealerFINRA MemberEst. 1962
Total AUM
Advisory reps
95
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
1845
Registered since
February 26, 1962

Firm profile

FINTRX

Overview

First Manhattan Securities LLC is an SEC-registered investment firm with roots going back to 1962. The firm is organized as a limited liability company and lists ownership that includes both a domestic entity and individuals. Its self-classification spans several roles — hedge fund manager, private equity fund sponsor, multifaceted fund manager, other fund provider and investment bank — which indicates a mix of principal investing, fund management and advisory activity rather than acting as a pure capital allocator. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 88%, Cash & Cash Equivalents 6%, State & Local Bonds 4%, Investment Grade Corp Bonds 1%, Public Funds/Mutual Funds 1%88%
  • Exchange Traded Equities88%
  • Cash & Cash Equivalents6%
  • State & Local Bonds4%
  • Investment Grade Corp Bonds1%
  • Public Funds/Mutual Funds1%

Owners & executives

3 of 6
  • ZACHARY WYDRA

    CEO & Portfolio ManagerCRD 2937857

  • NICOLE SLIWA

    Chief Operating OfficerCRD 4809741

  • JEREMY COVINO

    Managing Director, Chief Compliance OfficerCRD 6794503

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Contacts

3 of 89
  • NADIA ABDULGHANI

    Portfolio AssistantCRD 5969876

  • PRATIMA CHHABRA

    Portfolio AssociateCRD 1951735

  • Sharon Appelman

    Senior Managing DirectorCRD 4755633

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 174

Active vs passive

$1.1B in ETFs

Passive

82%

$867M

Active

12%

$194M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$253M422,67323.79%

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
399 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth