M2O Private Fund Advisors LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
White Plains, New York
CRD number
158741
Registered since
April 16, 2012
Website
m2ollc.com

Firm profile

FINTRX

Overview

M2O Private Fund Advisors LLC is organized as a limited liability company and is shown as SEC-registered since 2012. Ownership is listed as individual rather than corporate or employee-owned, and the firm’s classification in the source is recorded as unclassified. The publicly available profile contains very limited detail about the firm’s business model, client segments, or advisory activities. The snapshot data also notes several negative flags rather than programmatic specialties: the firm is not identified as a capital allocator, is not flagged as an active ESG investor, is not marked as a multi-state adviser, and is not described as a pension consultant or related adviser. Those attributes suggest the firm’s profile in the dataset is minimal and that the firm does not report certain expanded advisory roles in FINTRX.

Assets & Accounts

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

Contacts

3 of 19
  • Scott Lobel

    Scott Lobel

    AnalystCRD 7783229

  • Nathan Greene

    Nathan Greene

    Managing DirectorCRD 6127909

  • Diane Rolfe

    Diane Rolfe

    Director of Business OperationsCRD 2764254

Unlock 16 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

White Plains, NY

Westchester

Location

White Plains, NY

Headquartered in White Plains, 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
Westchester
Address
1 N Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth