Tritaurian Capital, Incorporated

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
45500
Registered since
January 29, 1999

Firm profile

FINTRX

Overview

Tritaurian Capital, Incorporated is organized as a corporation with ownership attributed to a domestic entity and an individual. Public filing metadata classifies the firm as "Unclassified" and leaves key service lines (advisory activities, fee structure, and client segments) unspecified. The available profile also indicates the firm does not act as a capital allocator and is not identified as an active ESG investor or as a pension consultant. Metadata further indicates the firm is not a multi-state adviser, is not newly formed, and is not recorded as a related adviser. Beyond those categorical flags, the firm has not provided detail about investment strategy, target client types, or service offerings.

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 3
  • Patrick Walker

    Chief Compliance OfficerCRD 2107798

  • William Heyn

    William Heyn

    Chief Executive OfficerCRD 2520868

  • James Dunn

    James Dunn

    Founder & CEOCRD 2557299

Contacts

2 of 2
  • Richard Onesto

    Richard Onesto

    FinOpCRD 2453096

  • James Preissler

    James Preissler

    Managing DirectorCRD 2628997

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

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