Northern Edge Capital Advisors LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
11
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
151615
Registered since
August 30, 2010

Firm profile

FINTRX

Overview

Northern Edge Capital Advisors LLC is organized as a limited liability company and is classified in the dataset as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The publicly available snapshot supplies very little on core business lines or client segments; the firm is not identified as a capital allocator, is not an active ESG investor, and is not classified as a multistate adviser, pension consultant, or related adviser.

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

2 of 2
  • Paul Daitz

    Paul Daitz

    Founder and CEOCRD 2388366

  • Philip Gavey

    Philip Gavey

    Chief Operating OfficerCRD 7306222

Contacts

3 of 9
  • Kenneth George

    Kenneth George

    FinOpCRD 2643369

  • Jon Byun

    Jon Byun

    Senior Vice PresidentCRD 2529567

  • Usmaan Kitchlew

    Usmaan Kitchlew

    Senior Vice PresidentCRD 4844097

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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
747 Third Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth