Moffettnathanson
Firm details
- Headquarters
- New York, New York
- CRD number
- 327787
- Website
- www.moffettnathanson.com
- Fee structure
- Subscription Fees, Other
Firm profile
FINTRXOverview
Moffettnathanson is organized as a limited liability company and is classified as an institutional registered investment adviser. Its stated client base is institutional, and its fee model includes subscription fees and other non-retainer structures. The firm is not flagged as a capital allocator or as an active ESG investor. It is not a multistate adviser, not newly formed, and does not identify as a pension consultant or related adviser. Ownership is listed as a mix of domestic entity and individual ownership. Regulatory/operational roles reported for the firm go beyond a typical advisory relationship: the firm is identified as an Other Investment Adviser, a CPO/CTA, and as a sponsor, general partner, or managing member of pooled investment vehicles. Those affiliations indicate the firm both advises external clients and sponsors or operates pooled investment vehicles and commodity/managed‑futures-type programs.
Assets & Accounts
Investments & Alternatives
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 4
Daniel Whitaker
AssociateCRD 6351221

Rebecca Sollosy
Senior Compliance ConsultantCRD 4857399

John Towers
Senior Managing DirectorCRD 2785258
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1325 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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