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 a privately held limited liability company that has been SEC-registered since 2012. The firm is owned by an individual and is classified in FINTRX data as "unclassified," with limited public detail about its specific advisory activities, client segments, or fee arrangements. Available records indicate M2O is not designated as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. It is not listed as a pension consultant, a related adviser, or a newly formed adviser. The firm has not supplied further narrative on investment strategy, target client profiles, or the services it provides.
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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