MACQUARIE CAPITAL (USA) INC.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
377
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
36368
Registered since
October 20, 1994

Firm profile

FINTRX

Overview

Macquarie Capital (USA) Inc. is a corporation that has been SEC-registered since 1994 and is classified in the data as an investment bank. The filing identifies the owner type as a combination of a domestic entity and an individual. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, or a related adviser in the provided snapshot. The firm did not supply additional detail on client types, fee structures, or specific business and advisory activities in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

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

Owners & executives

3 of 3
  • PAULINA CHAN

    Chief Compliance OfficerCRD 3211559

  • TOBIAS BACHTELER

    Chief Operating OfficerCRD 4945558

  • JAMES CONAHAN

    Chief Financial OfficerCRD 2538695

Contacts

3 of 374
  • EDWARD YOON

    Managing DirectorCRD 4881355

  • Liana Lorens

    Vice PresidentCRD 7798449

  • Tom Peters

    AssociateCRD 8035724

Unlock 371 more contacts

Wealth teams

FINTRX

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, 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
NEW YORK
Address
660 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth