Pickwick Capital Partners, LLC
Firm details
- Headquarters
- White Plains, New York
- CRD number
- 130672
- Registered since
- June 14, 2004
Firm profile
FINTRXOverview
Pickwick Capital Partners, LLC is organized as a limited liability company and is registered with the SEC since 2004. Regulatory-classification data identifies the firm as an investment bank rather than as a capital allocator or traditional registered investment adviser focused on portfolio management. Available filings indicate the firm is not flagged as an active ESG investor, is not a multi-state adviser for regulatory purposes, and is not listed as a pension consultant or related adviser. Public disclosures do not include a description of advisory activities, fee schedules, or client segments, so there is limited visibility into its day-to-day investment mandate or target client types.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Douglas Greenwood
President, CEOCRD 1192611

Suzanne Risser
Chief Compliance OfficerCRD 1303694
Karen Gendron
CFOCRD 1503330
Contacts
3 of 114
David Oles
Managing DirectorCRD 6377039

Linas Razgaitis
Registered RepresentativeCRD 8134344

Zachary Smith
Managing DirectorCRD 5674001
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
White Plains, NY
Westchester
Location
White Plains, NY
Headquartered in White Plains, 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
- Westchester
- Address
- 445 Hamilton Ave
- Time zone
- ET (UTC-5)
- Office locations
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