N.A. INVESTCORP LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
25
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
134162
Registered since
June 24, 2005

Firm profile

FINTRX

Overview

N.A. Investcorp LLC is organized as a limited liability company and is listed in FINTRX as an investment bank. The firm has been SEC-registered since 2005. Ownership is shown as a combination of a domestic entity and an individual. FINTRX flags the firm as not acting as a capital allocator and not engaging as an active ESG investor; it is also not identified as a multi-state or newly formed adviser and is not listed as a pension consultant or related adviser. FINTRX does not provide descriptions of the firm’s specific business lines, advisory services, client segments, or fee arrangements, so there is no granular public detail on how the firm positions its investment or advisory work.

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

1 of 1
  • PATRICK SHEA

    CEO & PresidentCRD 838154

Contacts

3 of 24
  • FREDRIK GUSTER

    Head of StrategyCRD 4702509

  • Brooke Porath

    Vice PresidentCRD 6210791

  • RAVINDRA THAKUR

    PrincipalCRD 2606312

Unlock 21 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
280 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth