YOUNG AMERICA CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
48
Avg account
$0

Firm details

Headquarters
MAMARONECK, New York
CRD number
150443
Registered since
March 9, 2010

Firm profile

FINTRX

Overview

Young America Capital, LLC is organized as a limited liability company and is registered with the SEC since 2010. The entity is classified in FINTRX as an investment bank and is owned by an individual. That classification suggests a focus on transactional and capital markets work rather than traditional discretionary portfolio management, although the dataset does not detail specific business lines or advisory offerings. The firm's profile in FINTRX marks it as not operating as a capital allocator and not an active ESG investor. It is also listed as not being a multi-state adviser, not a pension consultant, not a related adviser, and not a newly formed adviser. Those flags indicate a narrow set of regulatory attributes in the database but leave many operational questions unanswered. Several standard profile fields in the FINTRX record—client base, fee structure and advisory activities—are blank, so public-facing summary information about who the firm serves and how it charges or advises is not available in the source data.

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

1 of 1
  • JOHN HEFFERNAN

    CFOCRD 1406743

Contacts

3 of 47
  • David Bunzel

    Managing DirectorCRD 1547108

  • TODD SLATER

    Managing DirectorCRD 2253036

  • Ran Zfoni

    Tech Investment BankingCRD 7882197

Unlock 44 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MAMARONECK, NY

WESTCHESTER

Location

MAMARONECK, NY

Headquartered in MAMARONECK, 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
WESTCHESTER
Address
141 E Boston Post Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth