THE WICKS GROUP OF COMPANIES III, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
157918
Registered since
April 18, 2023

Firm profile

FINTRX

Overview

The Wicks Group Of Companies III, LLC is a limited liability company that registered with the SEC in 2023. The firm is classified as unclassified and is owned by an individual. It does not identify as a capital allocator, is not active on ESG mandates, and is not registered as a multi-state adviser. The entity acts as a sponsor/GP and managing member of pooled investment vehicles, and its activity centers on private markets. The firm allocates to private equity and venture capital strategies—both through third‑party external alternative managers and via its own sponsored vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • CRAIG KLOSK

    Co-Founder and Managing PartnerCRD 6029480

  • DANIEL KORTICK

    Managing PartnerCRD 2823197

  • DANIEL BLACK

    Managing PartnerCRD 3164916

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

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
410 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth