Intrepid Partners, LLC

Broker-DealerFINRA MemberEst. 2015
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 registered with the SEC since 2015. FINTRX classifies the firm as an investment bank rather than a traditional RIA, and ownership is recorded as a combination of a domestic entity and individual owners. The platform flags several negative attributes that shape how the firm appears: it is not identified as a capital allocator, is not marked as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. Public-facing fields for advisory and business activities are not populated in the source data, so the firm's operating model beyond the investment-bank classification is not detailed. That classification suggests the firm’s activities may tilt toward transactional or advisory services rather than pooled-asset management, but the available records do not specify service lines, client segments, or fee arrangements.

Assets & Accounts

Investments & Alternatives

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
  • Thomas Reedy

    Thomas Reedy

    AnalystCRD 7933072

  • Sameul Bakht

    CRD 8321491

  • Drake Meiss

    Drake Meiss

    AnalystCRD 7966320

Unlock 27 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
712 Fifth Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth