M2O PRIVATE FUND ADVISORS LLC
Firm details
- Headquarters
- WHITE PLAINS, New York
- CRD number
- 158741
- Registered since
- April 16, 2012
- Website
- m2ollc.com
Firm profile
FINTRXOverview
M2O Private Fund Advisors LLC is organized as a limited liability company and has been registered with the SEC since 2012. Public records identify the firm as individually owned and classify it as unclassified for advisor-type purposes. The firm is not listed as a capital allocator and is not identified as an active ESG investor. It is also not designated a multi-state adviser, pension consultant, related adviser, or a newly formed adviser in the available disclosures. The firm has provided minimal public detail about its advisory activities, fee schedule, or investment approach. Available registration-level fields do not describe client segments, target strategies, or business lines beyond the basic organizational attributes noted above.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 19Scott Lobel
AnalystCRD 7783229
NATHAN GREENE
Managing DirectorCRD 6127909
DIANE ROLFE
Director of Business OperationsCRD 2764254
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
MADISON PAIGE SECURITIES LLC
Broker-DealerWHITE PLAINS, NY
HAMILTON CAVANAUGH & ASSOCIATES, INC.
Broker-DealerWHITE PLAINS, NY
PICKWICK CAPITAL PARTNERS, LLC
Broker-DealerWHITE PLAINS, NY
CJS SECURITIES, INC.
Broker-DealerWHITE PLAINS, NY
MARKETAXESS CORPORATION
Broker-DealerNew York, NY
DANSKE MARKETS INC.
Broker-DealerNew York, NY