MSRH, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2013
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
166961
Registered since
March 28, 2013

Firm profile

FINTRX

Overview

Msrh, LLC is a small, SEC-registered advisory business that operates largely through pooled, private investment vehicles rather than traditional retail advisory accounts. The firm has been registered with the SEC since 2013 and is structured as a limited liability company owned by an individual. It serves in multiple capacities related to pooled funds: acting as sponsor and general partner and as managing member of those vehicles. In addition to its adviser role, the firm is affiliated with broker‑dealer activity and identifies itself as an “other” investment adviser in regulatory filings. The firm does not position itself as an active ESG investor and it does not report multi‑state advisory activity. Its classification on filings is unclassified and it does not self-identify as a capital allocator or pension consultant.

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

Owners & executives

3 of 3
  • SCOTT DANIELS

    Chief Financial OfficerCRD 1912249

  • MURRAY STAHL

    Chairman, Chief Executive Officer, Chief Investment Officer, Co-FounderCRD 2578129

  • TIMOTHY REICK

    Chief Executive Officer and Co-Head of SalesCRD 4384534

Contacts

3 of 3
  • VICTOR FONTANA

    PartnerCRD 1240936

  • RAYMOND HILL

    ​Senior PartnerCRD 1950094

  • Nicholas Albanese

    PartnerCRD 3085314

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

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
88 Pine St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth