POSITIVE SUM ADVISORS LLC
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 324219
- Registered since
- December 8, 2022
Firm profile
FINTRXOverview
Positive Sum Advisors LLC is an SEC-registered investment adviser organized as an LLC and first registered in 2022. The firm is owned by an individual and is listed in the dataset as an unclassified adviser and an "Other Investment Adviser" by affiliation. The profile indicates the firm does not position itself as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser to another registered entity. The available information suggests the firm's primary activity is advising private investment vehicles rather than operating as a traditional wealth manager to retail or high-net-worth individual clients.
Assets & Accounts
Investments & Alternatives
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
Contacts
2 of 2SAMUEL CATES
Partner and Managing DirectorCRD 7668800
PATRICK O'SHAUGHNESSY
Chairman EmeritusCRD 5457732
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENWICH, CT
FAIRFIELD
Location
GREENWICH, CT
Headquartered in GREENWICH, CT, 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
- FAIRFIELD
- Address
- 47 Arch St
- Time zone
- ET (UTC-5)
- Office locations
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