Patient Square Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
337850
Registered since
February 6, 2026

Firm profile

FINTRX

Overview

Patient Square Capital Markets, LLC is organized as a limited liability company and is listed in FINTRX as an SEC-registered adviser with an SEC registration year of 2026. Ownership is recorded as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the snapshot data. FINTRX flags that it is not a capital allocator and is not identified as an active ESG investor. The profile also indicates the adviser is not designated as a multi-state adviser, not a pension consultant, and not a 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

1 of 1
  • Rebecca Rooney

    Rebecca Rooney

    Partner and Chief Operating OfficerCRD 5977635

Contacts

3 of 6
  • Russell Chong

    PartnerCRD 3130318

  • Thomas Stanton

    Thomas Stanton

    Managing DirectorCRD 2557504

  • William Oprea

    William Oprea

    Executive PrincipalCRD 6494307

Unlock 3 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
767 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth