Mosaic Ats, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 335824
- Registered since
- September 22, 2025
- Website
- mosaicplatforms.com
Firm profile
FINTRXOverview
Mosaic Ats, LLC is organized as a limited liability company and appears in registry data with minimal public disclosure. The firm is classified as "Unclassified" and is identified as having both a domestic-entity and individual owner type. Available flags indicate it does not act as a capital allocator and is not an active ESG investor. It is also marked as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Details on the firm's client segments, fee schedule, specific advisory services, and broader business activities are not provided in the available record.
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
1 of 1
Jogesh Menon
Chief Development OfficerCRD 4882965
Contacts
3 of 6
Ilina Stamova
PartnerCRD 5500851

Patrick Kane
Managing DirectorCRD 4312570

Joseph Wald
Co-FounderCRD 2448482
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
- 875 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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