SAMRISON CAPITAL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
OLD GREENWICH, Connecticut
CRD number
328576
Registered since
November 29, 2023

Firm profile

FINTRX

Overview

Samrison Capital Management LLC is a limited liability company that registered with the SEC in 2023 and is owned by an individual. The firm functions primarily as a sponsor, general partner and managing member of pooled investment vehicles, indicating its core activity is operating private funds rather than providing traditional advisory relationships to retail or separately managed accounts. The firm is not identified as an active ESG investor, and it does not report multi-state adviser status or pension consulting activity.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • DOUGLAS HOLM

    Chief Investment OfficerCRD 5220286

  • MARY MATRANGA

    Founder & CEOCRD 6631056

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

OLD GREENWICH, CT

FAIRFIELD

Location

OLD GREENWICH, CT

Headquartered in OLD 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
26 Arcadia Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth