TRITAURIAN CAPITAL, INCORPORATED

Broker-DealerFINRA MemberEst. 1999
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 a corporate advisory entity that has been SEC-registered since 1999. FINTRX classifies the firm as unclassified and lists its ownership as a domestic entity and individual ownership combination. The profile identifies the firm as neither a capital allocator nor an active ESG investor, and it is not registered as a multi-state adviser, a pension consultant, or a related adviser. The firm has not supplied details about its client base, advisory activities, fee structure, or typical business lines through the FINTRX entry. FINTRX also indicates no entries under activities and affiliations, leaving the firm’s target clients and service model unspecified.

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

  • RICHARD ONESTO

    CFO/FINOPCRD 2453096

  • WILLIAM HEYN

    Chief Executive OfficerCRD 2520868

Contacts

2 of 2
  • JAMES DUNN

    Registered RepresentativeCRD 2557299

  • 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth