MC Square Capital, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
169545
Registered since
July 16, 2014

Firm profile

FINTRX

Overview

MC Square Capital, LLC is organized as a limited liability company and was registered with the SEC in 2014. Public records characterize the firm as unclassified and list its ownership as a combination of a domestic entity and an individual. The firm's FINTRX profile indicates it is not a capital allocator, does not identify as an active ESG investor, is not marked as a multi-state adviser, and is not classified as newly formed, a pension consultant, or a related adviser. The firm has not supplied substantive public detail about its client segments, fee schedules, advisory activities, or investment process. Because those areas are not described in available data, there is limited visibility into the types of clients MC Square Capital targets or how it constructs and manages portfolios.

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 5
  • Leonard Barenboim

    Leonard Barenboim

    CCOCRD 1523181

  • Kimberly Neely

    Kimberly Neely

    FinOpCRD 2045019

  • Marino Marin

    Marino Marin

    Managing PrincipalCRD 2790923

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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
Fairfield
Address
71 Arch St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth