General Wellington Capital LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
282139
Registered since
June 27, 2016

Firm profile

FINTRX

Overview

General Wellington Capital LLC is organized as a limited liability company and is registered with the SEC since 2016. The firm is individually owned and is classified in FINTRX as “unclassified,” with no designation as a capital allocator. Publicly available metadata indicates the adviser does not identify as an active ESG investor and does not report multi-state adviser status, pension consulting, or an affiliation as a related adviser. The firm has provided minimal detail about its business model, client base, fee schedules, or advisory activities in FINTRX. That lack of disclosure limits what can be said about its investment approach, target clients, or service offerings.

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

1 of 1
  • Jason McLane

    Jason McLane

    Chief Operating OfficerCRD 6683388

Contacts

3 of 6
  • John Heffernan

    John Heffernan

    Registered RepresentativeCRD 2224813

  • James Lawler

    James Lawler

    Registered RepresentativeCRD 2346453

  • Sunil Sachdev

    Sunil Sachdev

    Managing PartnerCRD 3016328

Unlock 3 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
295 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth