LUNCH PARTNERS GP, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
290464

Firm profile

FINTRX

Overview

Lunch Partners Gp, LLC is a limited liability company owned by an individual and organized to act as a sponsor and general partner for pooled investment vehicles. The firm is not registered as a multi-state adviser, does not identify as an active ESG investor, and is not described as a capital allocator. Its regulatory classification in the available data is unclassified. The firm's primary operational role appears to be as a managing member and GP for private funds rather than as a traditional advisory firm with retail clients.

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

1 of 1
  • Kern Schireson

    CEO & ChairmanCRD 6935491

Contacts

2 of 2
  • Ross Martin

    General PartnerCRD 6935608

  • JEFFREY KINGSLEY

    Board MemberCRD 4574572

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
5 Bryant Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth