Bids Trading L.P.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
19
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
141296
Registered since
January 4, 2007

Firm profile

FINTRX

Overview

Bids Trading L.P. is organized as a partnership with ownership identified as a mix of a domestic entity and an individual. Public records for the firm are sparse: classification is listed as unclassified and key operating details such as client segments, fee schedules, and specific advisory or business activities are not disclosed in the available dataset. The firm is not flagged as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser.

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
  • Brian Smith

    Brian Smith

    Chief Compliance OfficerCRD 2866603

  • Adel Sarhan

    Adel Sarhan

    Chief Operating OfficerCRD 5354052

  • Theodore Lazo

    Theodore Lazo

    Chief Legal OfficerCRD 7215911

Contacts

3 of 16
  • Kevin Burns

    Kevin Burns

    Senior Managing DirectorCRD 1946814

  • Gerard Maher

    Gerard Maher

    DirectorCRD 2240627

  • Cari Miller

    Managing DirectorCRD 2364564

Unlock 13 more contacts →

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
1 Liberty Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth