BLOOM EQUITY PARTNERS MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
333297
Registered since
July 10, 2025

Firm profile

FINTRX

Overview

Bloom Equity Partners Management, LLC is structured as a limited liability company and is listed as an SEC-registered adviser in 2025. The firm is owned by an individual and carries an "unclassified" firm designation in the source data. Bloom Equity functions primarily as sponsor, general partner and managing member of pooled investment vehicles rather than operating as a traditional multi-state advisory practice. It does not identify as a capital allocator, is not flagged as an active ESG investor, and is not described as a pension consultant or related adviser in the provided filing.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • Barton Macdonald

    ManagerCRD 7618615

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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
575 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth