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 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

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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

    AnalystCRD 7783229

  • NATHAN GREENE

    Managing DirectorCRD 6127909

  • 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