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 a limited liability company that has been registered with the SEC since 2012. The firm is owned by an individual and is classified in the dataset as "unclassified," with no designation as a capital allocator. The profile indicates the adviser does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not newly formed. The firm does not present itself as a pension consultant or a related adviser in the available records. The firm supplied minimal public disclosure about its business activities, client types, fee schedule, or advisory services, so there is limited visibility into investment strategies, client coverage, or operational focus beyond the registration and classification details above.

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
  • Patrick Chism

    Patrick Chism

    Managing DirectorCRD 2875421

  • Gerard Scarpati

    Gerard Scarpati

    Managing DirectorCRD 2313132

  • Mark Hallock

    Mark Hallock

    PartnerCRD 1736739

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