UTA INVESTCORP INVESTMENT MANAGEMENT, LLC

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

Firm details

Headquarters
New York, New York
CRD number
324979
Registered since
January 13, 2023

Firm profile

FINTRX

Overview

UTA Investcorp Investment Management, LLC is a domestic limited liability company that registered with the SEC in 2023. The firm is classified as unclassified in the reporting data and does not present itself as a capital allocator or an active ESG investor. Public filings indicate the firm participates in multiple industry roles beyond traditional advisory activity: it is affiliated with a broker-dealer, operates as an investment adviser, and serves as a sponsor, general partner or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth