MESA LANE CAPITAL LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
RYE BROOK, New York
CRD number
333735
Registered since
December 19, 2024

Firm profile

FINTRX

Overview

Mesa Lane Capital LLC is an SEC-registered limited liability company formed as an investment sponsor and general partner. The firm’s primary activity is operating as sponsor, GP and managing member of pooled investment vehicles rather than running retail advisory relationships. Mesa Lane is not flagged as an active ESG investor and is classified as an unclassified adviser with an individual owner. Investment activity centers on a single pooled vehicle categorized as “Other,” which signals a flexible, non-standard mandate. As sponsor and GP, Mesa Lane Capital retains portfolio construction and deal-sourcing control for that vehicle, indicating a hands-on approach to private-market allocations and manager selection rather than offering broad advisory services to retail clients.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • Scott Sherman

    Managing Partner & Co-FounderCRD 6679399

  • MARC FRIEDMAN

    Registered RepresentativeCRD 4512809

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

FINTRX

Location

Primary office

RYE BROOK, NY

WESTCHESTER

Location

RYE BROOK, NY

Headquartered in RYE BROOK, 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
7 Rye Ridge Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth