Pundion LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 156169
- Registered since
- November 28, 2011
- Website
- www.pundion.com
Firm profile
FINTRXOverview
Pundion LLC is organized as a limited liability company with domestic entity and individual ownership. The firm is listed without a specific classification and does not identify itself as a capital allocator. Publicly available records supplied to FINTRX contain minimal detail about the firm's advisory services, client segments, fee arrangements, or investment processes. The snapshot data flags the firm as not an active ESG investor and not a multi-state adviser; other operational and business-activity fields are blank.
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 5Alon Wasserman
CIOCRD 4544398
Timothy Cox
Managing Director, Chief Compliance OfficerCRD 5115391
Michael Lewin
CEOCRD 5886440
Contacts
3 of 4Shlomo Ahal
TraderCRD 5882415
Laurence Mayer
TraderCRD 6424104
Yael Rosen
Compliance OfficerCRD 6923608
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
- 230 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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