Pickwick Capital Partners, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
—
Advisory reps
123
Avg account
$0

Firm details

Headquarters
White Plains, New York
CRD number
130672
Registered since
June 14, 2004

Firm profile

FINTRX

Overview

Pickwick Capital Partners, LLC is organized as a limited liability company and appears in SEC records dating to 2004. The firm is classified in the dataset as an investment bank. Ownership is recorded in mixed terms (domestic entity, foreign entity and individual), and the firm is not identified as a capital allocator. The profile indicates the firm is not an active ESG investor, is not designated a multi-state adviser, and is not a pension consultant or related adviser. No information was provided about the firm’s advisory activities, fee schedule, or client mix.

Assets & Accounts

Investments & Alternatives

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

3 of 4
  • Karen Gendron

    CFOCRD 1503330

  • Douglas Greenwood

    President, CEOCRD 1192611

  • Suzanne Risser

    Suzanne Risser

    Chief Compliance OfficerCRD 1303694

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Contacts

3 of 119
  • Joshua Myers

    Joshua Myers

    Managing PartnerCRD 5719637

  • Gary Reneau

    Gary Reneau

    Managing DirectorCRD 720927

  • Charles Steele

    Charles Steele

    Managing DirectorCRD 1609231

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth