Pacific Alliance Associates LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 148938
- Registered since
- October 6, 2009
Firm profile
FINTRXOverview
Pacific Alliance Associates LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2009. FINTRX records identify ownership that includes both a domestic entity and an individual, and the firm is classified generically (unclassified) by the data provider rather than under a specific advisory model. Data available to FINTRX indicates the firm does not operate as a capital allocator and is not marked as an active ESG investor, pension consultant, multi-state adviser, related adviser or a newly formed adviser. The firm's fee arrangements, core advisory activities and client segments are not disclosed in the provided dataset.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6
Richard Feldman
FinOpCRD 2273453

David Mcgrath
MarketingCRD 4932935
Christopher Bole
Executive DirectorCRD 4982639
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 261 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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