Intelligent Cross LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 288946
- Registered since
- January 17, 2018
- Website
- www.imperativex.com
Firm profile
FINTRXOverview
Intelligent Cross LLC is organized as a limited liability company and first registered with the SEC in 2018. Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as "unclassified" in the available dataset, and it does not appear as a capital allocator. The firm's regulatory and service attributes in the record are minimal: it is not flagged as an active ESG investor, not designated a multistate adviser, not identified as a pension consultant, and not described as a related adviser. It is also not marked as newly formed. Specifics about fee schedules, client segments, advisory activities, or business lines are not provided in the source material.
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
2 of 2
Scott Kursman
Chief Compliance OfficerCRD 2590327

John Palazzo
Chief Operating Officer, IntelligentCross ATSCRD 1362228
Contacts
3 of 23
Scott Graczyk
Managing DirectorCRD 1312784

Sharon Flanagan
Co-HeadCRD 2051213

Patrick Dote
Head of ResearchCRD 2590978
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Stamford, CT
Fairfield
Location
Stamford, CT
Headquartered in Stamford, CT, 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
- Fairfield
- Address
- Soundview Ave
- Time zone
- ET (UTC-5)
- Office locations
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