Intrepid Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
32
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
198516
Registered since
July 22, 2015

Firm profile

FINTRX

Overview

Intrepid Partners, LLC is organized as a limited liability company and is classified in the data as an investment bank. Ownership is recorded as a mix of a domestic entity and an individual, which suggests a privately held structure rather than institutional ownership. Available firm-level attributes indicate Intrepid Partners is not positioned as a capital allocator and is not identified as an active ESG investor. The firm is not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Specifics that would normally clarify day-to-day business lines — such as fee schedules, client segmentation, or detailed advisory activities — are not provided in the source data.

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

2 of 2
  • Hugh Mcgee

    Hugh Mcgee

    Co-Founder & CEOCRD 1782899

  • Kavi Katyal

    Kavi Katyal

    Chief Financial OfficerCRD 6999088

Contacts

3 of 30
  • Christopher Winchenbaugh

    Christopher Winchenbaugh

    Co-Founder, President and CCOCRD 2790899

  • Karim Rashid

    Karim Rashid

    Managing DirectorCRD 2616786

  • Gregory Sommer

    Gregory Sommer

    Managing DirectorCRD 2725221

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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
712 Fifth Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth