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 an SEC-registered advisory firm formed in 2012 and organized as a limited liability company. Public records identify the firm as owner-managed (individual owner) and otherwise largely unclassified in terms of published business lines. The dataset shows minimal public disclosure about services, fee schedules, or client segments. Several operational flags are set to negative: the firm is not identified as a capital allocator, is not a multi-state adviser, and is not listed as an active ESG investor or pension consultant. Those attributes, combined with the lack of reported advisory activities, indicate a very limited public footprint and little evidence of an active advisory business serving external clients.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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