General Wellington Capital LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 282139
- Registered since
- June 27, 2016
- Website
- www.linkedin.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jason McLane
Chief Operating OfficerCRD 6683388
Contacts
3 of 6
John Heffernan
Registered RepresentativeCRD 2224813
James Lawler
Registered RepresentativeCRD 2346453

Sunil Sachdev
Managing PartnerCRD 3016328
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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