MONDEUM CAPITAL

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
SOUTHAMPTON, New York
CRD number
309574
Registered since
January 5, 2021

Firm profile

FINTRX

Overview

Mondeum Capital is organized as a limited liability company and appears on the SEC adviser roster with a registration date of 2021. FINTRX identifies its ownership as a combination of a domestic entity and an individual and lists the firm's internal classification as "unclassified." The snapshot flags several operational attributes: it is not identified as a capital allocator, is not marked as an active ESG investor, is not multi-state, is not a pension consultant, and is not listed as a related adviser. Public filings and the FINTRX summary supply only high-level administrative details; the snapshot does not describe the firm's client segments, fee schedules, or the specific advisory services it offers.

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

Owners & executives

3 of 3
  • PRESTON HAXO

    Chief Compliance OfficerCRD 6267154

  • MICHAEL MILANI

    Chief Executive OfficerCRD 3112957

  • JOHN CLIFFORD

    Chief Financial OfficerCRD 2249584

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SOUTHAMPTON, NY

SUFFOLK

Location

SOUTHAMPTON, NY

Headquartered in SOUTHAMPTON, 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
SUFFOLK
Address
27 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth