LPS Capital LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
57
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
155246
Registered since
March 12, 2012

Firm profile

FINTRX

Overview

LPS Capital LLC is organized as a limited liability company. Public data for the firm is sparse: the dataset classifies it as "Unclassified" and lists the owner type as a combination of a domestic entity and an individual. The record does not provide a fee schedule, a defined client profile, or descriptions of specific advisory services. The firm is not identified as a capital allocator, and it is flagged as not being an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, related adviser, or newly formed adviser in the source data.

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
  • Donald Carey

    Donald Carey

    Co-ceoCRD 6144290

  • Robert Mcgrath

    Robert Mcgrath

    Co-Founder and CEOCRD 2010330

Contacts

3 of 55
  • John Tarleton

    PresidentCRD 1631047

  • Kevin Niblo

    BrokerCRD 1687192

  • Paul Milora

    PartnerCRD 1973541

Unlock 52 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
600 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth