OPENYIELD TRADING LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
326199
Registered since
September 27, 2023

Firm profile

FINTRX

Overview

Openyield Trading LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser with a registration year of 2023. The dataset classifies the firm as "unclassified" and records the owner type as a domestic entity and individual. FINTRX flags the firm as not acting as a capital allocator and not identifying as an active ESG investor; it is also not listed as a multi-state adviser or a pension consultant. The profile contains minimal disclosure about business lines. The record does not specify the firm's investment approach, client segments, fee structure, or the advisory services it offers, so there is little publicly reported information on how the firm positions itself in the market or how it sources and manages client mandates.

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

1 of 1
  • Jonathan Birnbaum

    Founder & CEOCRD 5350316

Contacts

3 of 4
  • Thomas Shpetner

    General CounselCRD 4487619

  • MICHAEL LAZEBNIK

    Vice PresidentCRD 4888888

  • ERIC LEVINE

    Trading and Operations AssociateCRD 7285963

Unlock 1 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
420 Lexington Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth