Third Seven Capital LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
48
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
160209
Registered since
March 25, 2013

Firm profile

FINTRX

Overview

Third Seven Capital LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The snapshot identifies ownership as a combination of a domestic entity and an individual, but the firm has not supplied granular descriptions of its advisory or fee arrangements. The record flags several negative indicators rather than active service lines: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and is not listed as a related adviser. The dataset includes no detail on client segments, specific business activities, or investment mandates.

Assets & Accounts

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

Owners & executives

3 of 5
  • Joshua Mckinley

    Joshua Mckinley

    President, CIOCRD 4699505

  • Peter Mcglynn

    Peter Mcglynn

    Partner, COOCRD 2177434

  • Nicholas Ledger

    Nicholas Ledger

    CEO & Founding PartnerCRD 6779287

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Contacts

3 of 43
  • Matthew Woehnker

    Matthew Woehnker

    Registered RepresentativeCRD 4983759

  • Paul Casey

    Paul Casey

    Senior AdvisorCRD 2933777

  • Richard Hillson

    Richard Hillson

    FounderCRD 5668079

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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

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in 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
67 Holly Hill Ln
Time zone
ET (UTC-5)
Office locations

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