Patient Square Capital Markets, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
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. Publicly available records on the firm are sparse: the firm is classified as "unclassified" in the dataset and identifies its ownership as a combination of a domestic entity and an individual. The record indicates the firm does not act as a capital allocator and does not identify itself as an active ESG investor. Several operational flags are negative in the source: it is not listed as a multi-state adviser, not flagged as a newly formed adviser, not designated a pension consultant, and not identified as a related adviser. The firm has not supplied information about its client base, fee structure, business activities, or advisory services in the dataset provided.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Rebecca Rooney

    Rebecca Rooney

    Partner and Chief Operating OfficerCRD 5977635

Contacts

3 of 9
  • Thomas Stanton

    Thomas Stanton

    Managing DirectorCRD 2557504

  • Russell Chong

    PartnerCRD 3130318

  • Sarah Bush

    Sarah Bush

    Associate DirectorCRD 5841363

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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