Primary Asset Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 170610
- Website
- www.primaryllc.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Primary Asset Management, LLC is organized as a limited liability company and is classified as an institutional registered investment adviser operating out of New York. The firm lists its ownership as a mix of a domestic entity and an individual and reports a broker‑dealer affiliation. The dataset flags several operational characteristics: it does not identify as a multi‑state adviser, is not labeled an active ESG investor, is not a capital allocator, and is not described as a pension consultant or related adviser. Fee arrangements are recorded under a nonstandard category (“Other”), rather than a typical fixed or percentage model.
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 2
John Leo
ChairmanCRD 1690545

Arthur Magee
Senior Managing DirectorCRD 2286307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 29 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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