Fusion Partners Global LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
291875
Registered since
May 11, 2018

Firm profile

FINTRX

Overview

Fusion Partners Global LLC is organized as a limited liability company and appears in public records as an SEC-registered adviser since 2018. The ownership is listed as individual rather than corporate or institutional, and the firm's classification is recorded as unclassified. Available entries mark it as not a capital allocator and not an active ESG investor. It is also noted as not operating as a multi-state adviser, not newly formed in the sense used by the data source, not a pension consultant, and not identified as a related adviser to another registered firm.

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

Contacts

3 of 3
  • Francine Levinson

    DirectorCRD 4292275

  • Karen Gephardt

    Karen Gephardt

    Founder and Managing DirectorCRD 2673421

  • Ilina Stamova

    Ilina Stamova

    PartnerCRD 5500851

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
205 E 59th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth