Focuspoint Private Capital Group

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
122341
Registered since
November 8, 2002

Firm profile

FINTRX

Overview

Focuspoint Private Capital Group operates as a privately held limited liability company. Public records list its ownership as a mix of a domestic entity and an individual, and the firm is classified as unclassified in the snapshot data provided. The profile indicates the firm does not identify as a capital allocator and does not mark itself as an active ESG investor. It also is not reported as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm has not disclosed client segments, fee models, specific business or advisory activities, or affiliations in the source material, leaving its target market and service model unclear from available data.

Assets & Accounts

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

2 of 2
  • Louis Mattielli

    Louis Mattielli

    Chief Compliance OfficerCRD 1074096

  • David Conrod

    Chief ExecutiveCRD 2400517

Contacts

3 of 8
  • Michael Clurman

    Michael Clurman

    Managing DirectorCRD 1061972

  • Jonathan Morley

    Jonathan Morley

    Co-FounderCRD 1802026

  • Robert Mortimer

    Robert Mortimer

    Managing PrincipalCRD 4285850

Unlock 5 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
712 5th Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth