Secondmarket Financial, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 333332
- Registered since
- March 6, 2025
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Secondmarket Financial, LLC is organized as a limited liability company that operates as a private equity fund manager serving institutional clients. Its stated advisory activity is portfolio management for pooled investment vehicles; the firm also functions as sponsor and general partner of pooled vehicles and has broker-dealer and other investment-adviser affiliations. Fee arrangements include a percentage-of-AUM component alongside other, unspecified fee elements. The firm is recorded as SEC-registered in 2025 and is not identified as an active ESG investor. It is not flagged as a capital allocator or a pension consultant in the source data.
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
Owners & executives
3 of 4Rene Paula Molina
CFO and CLOCRD 8128814

Christopher Setaro
SVP, Chief Compliance OfficerCRD 2635774

Thomas Callahan
Chief Executive OfficerCRD 2278823
Contacts
3 of 5Uzair Hafeez
Account ManagerCRD 6334267

Samuel Berkowitz
Account ManagerCRD 7082029

Theodore Dulchinos
Senior AssociateCRD 7534540
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
- 3 E 28th St
- Time zone
- ET (UTC-5)
- Office locations
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