NEW CANAAN FUNDING MEZZANINE LLC

Exempt Reporting AdvisorFINRA MemberEst. 2013
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEW CANAAN, Connecticut
CRD number
164826
Registered since
January 23, 2013

Firm profile

FINTRX

Overview

New Canaan Funding Mezzanine LLC is a privately held limited liability company that has been SEC-registered since 2013 and is owned by an individual. The firm functions as sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional multi-state advisory firm. It is classified as unclassified in the snapshot data and is not identified as an active ESG investor or a capital allocator in the dataset provided.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 3
  • BRADLEY AMENT

    Managing PartnerCRD 6092385

  • EARL MIX

    PartnerCRD 6092382

  • MARK THIES

    Managing PartnerCRD 6092384

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEW CANAAN, CT

FAIRFIELD

Location

NEW CANAAN, CT

Headquartered in NEW CANAAN, CT, 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
FAIRFIELD
Address
21 Locust Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth