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 a limited liability company that has been SEC-registered since 2018. The firm is identified as owned by a combination of a domestic entity and an individual and is classified in the source data as "unclassified," with no designation as a capital allocator. The record indicates the adviser does not position itself as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The source provides no detail on the firm's advisory activities, fee model, client segments, or investment preferences. Given those gaps, there is no public information here about how the firm constructs portfolios, its target clients, or typical mandates.
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 2JOHN PALAZZO
Chief Operating Officer, IntelligentCross ATSCRD 1362228
SCOTT KURSMAN
Chief Compliance OfficerCRD 2590327
Contacts
3 of 22BIQIANG LI
Application Support AnalystCRD 6612318
SHARON FLANAGAN
Co-HeadCRD 2051213
Alec Bulkin
Quantitative AnalystCRD 7564460
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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