Supervision Partners LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
300528
Registered since
June 17, 2020

Firm profile

FINTRX

Overview

Supervision Partners LLC is organized as a limited liability company and is registered with the SEC (registration year reported as 2020). The firm’s owner type is listed as a combination of a domestic entity and an individual; beyond that, its classification is recorded as “Unclassified.” The profile shows it does not identify as a multi-state adviser, a capital allocator, a pension consultant, or an adviser with related entities. Public disclosures supplied to FINTRX do not include core items such as client base composition, fee schedules, specific business or advisory activities, or manager allocation preferences. The firm is not flagged as an active ESG investor and is not categorized as a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Gregory Florio

    Gregory Florio

    FounderCRD 4126029

  • James Leahy

    James Leahy

    Managing PartnerCRD 5647281

  • Jason Cross

    Managing DirectorCRD 6559021

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
641 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth