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 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
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
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