VICTORY SQUARE MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Plainview, New York
CRD number
312931
Registered since
February 23, 2021

Firm profile

FINTRX

Overview

Victory Square Management, LLC is a limited liability company formed as a private fund manager and sponsor. The firm is registered with the SEC in 2021 and is structured with individual ownership. Its regulatory profile shows it operates primarily as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional advisory firm with retail clients. The firm is not marked as an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser in the available records. Victory Square’s activity centers on creating and managing pooled funds rather than providing ongoing advisory services to individual accounts. That posture points to a manager whose capital-raising and portfolio-management work is executed through fund structures and limited partner relationships rather than separate account mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • SHAWN ALCOBA

    Chief Financial OfficerCRD 3097676

Contacts

2 of 2
  • JOHN CONROY

    Managing MemberCRD 3008995

  • KEVIN BRENNAN

    Managing Member and FounderCRD 3009014

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Plainview, NY

NASSAU

Location

Plainview, NY

Headquartered in Plainview, 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
NASSAU
Address
255 Executive Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth