Mondeum Capital
Firm details
- Headquarters
- Southampton, New York
- CRD number
- 309574
- Registered since
- January 5, 2021
- Website
- www.mondeumcapital.com
Firm profile
FINTRXOverview
Mondeum Capital is organized as a limited liability company and registered with the SEC in 2021. The regulatory filing identifies the ownership as a combination of a domestic entity and an individual. The firm's internal classification is listed as unclassified. Publicly available records provide a narrow set of descriptors about Mondeum Capital’s operating posture: it is not flagged as a capital allocator, it does not identify as an active ESG investor, it is not registered as a multi-state adviser, and it is not designated as a pension consultant or related adviser. The firm also is not characterized as a newly formed adviser despite its 2021 SEC registration. Mondeum Capital has not provided detail on its advisory activities, fee schedules, target client groups, or investment preferences in the dataset reviewed. The firm likewise did not supply disclosures on activities and affiliations.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Strathmore Group LLC
Broker-DealerSouthampton, NY
Topcap Partners, Inc.
Broker-DealerSouthampton, NY
BondS.com LLC
Broker-DealerNew York, NY
Sage, Rutty & Co, Inc.
Broker-DealerRochester, NY
Evercore Group L.L.C.
Broker-DealerNew York, NY
Hazard & Siegel, Inc.
Broker-DealerSyracuse, NY