First Manhattan Securities LLC

Broker-DealerFINRA MemberEst. 1962
Total AUM
—
Advisory reps
96
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 established securities firm organized as an LLC and registered with the SEC since the early 1960s. Public data classifies the firm across several roles — hedge fund manager, private equity fund sponsor, other fund provider and investment bank — reflecting a multi-faceted business that both manages funds and trades public equities. The firm is not identified as an active ESG investor and is listed as not a multi-state registered adviser. It is organized under domestic ownership and appears to operate proprietary and advisor functions rather than acting primarily as a capital allocator to third-party managers.

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

    Zachary Wydra

    CEO & Portfolio ManagerCRD 2937857

  • Andrew Aspen

    Andrew Aspen

    Partner, Chief Legal OfficerCRD 5282749

  • Joseph Sammarco

    Joseph Sammarco

    Chief Operations OfficerCRD 2982052

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Contacts

3 of 90
  • Victoria Amyot

    Victoria Amyot

    Portfolio AssociateCRD 5747803

  • Prajwal Prabhu

    Prajwal Prabhu

    Portfolio AssociateCRD 7138314

  • Damon Ustin

    Registered Client Service AssociateCRD 7206710

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 169

Active vs passive

$1.3B in ETFs

Passive

84%

$1.1B

Active

11%

$209M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$295M430,07423.31%

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