LEDGER CAPITAL MARKETS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 289140
- Registered since
- January 4, 2018
- Website
- www.ledgerinvesting.com
Firm profile
FINTRXOverview
Ledger Capital Markets, LLC is organized as a limited liability company and is registered with the SEC; its registration date on file is 2018. The firm is listed with an owner type described as a domestic entity and individual, and its classification in the available dataset is “unclassified.” The record indicates the firm does not self-identify as a capital allocator, is not an active ESG investor, and does not report multi-state advisory status, pension consulting, or related-adviser relationships. The data provided to FINTRX does not include descriptions of fee schedules, client segments, specific advisory services, or investment approach. Because those elements are not reported, there is no publicly available detail here about portfolio construction, target client profiles, or the types of mandates the firm typically manages.
Assets & Accounts
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 2PATRICK HARRIS
Chief Compliance OfficerCRD 5748909
Samir Shah
Founder and CEOCRD 6824841
Contacts
2 of 2Michele Silvestro
FinOpCRD 6960939
Ryan Saul
Managing DirectorCRD 6938209
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
- 75 Rockefeller Plz
- Time zone
- ET (UTC-5)
- Office locations
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