Peritus Capital, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
310736
Registered since
May 27, 2021

Firm profile

FINTRX

Overview

Peritus Capital, LLC is organized as a limited liability company and appears on the SEC register as of 2021. Ownership is identified as a combination of a domestic corporate entity and an individual. The firm is not classified into a specific advisory subtype in the available dataset. It does not present itself as a capital allocator and does not identify as an active ESG investor. The firm is not flagged as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the provided records.

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
  • Courtney Bosh

    Courtney Bosh

    Chief Communications OfficerCRD 7363471

  • Howard Tang

    Howard Tang

    Chief Executive OfficerCRD 7292264

Contacts

3 of 3
  • Erin McCarthy

    Erin McCarthy

    Capital Markets DirectorCRD 7839393

  • Daniel Sakol

    Daniel Sakol

    Financial and Operations PrincipalCRD 2813237

  • Ching Ryan

    Ching Ryan

    PartnerCRD 7341055

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
535 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth