Bluerock Capital Markets LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
33
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
136974
Registered since
February 3, 2006

Firm profile

FINTRX

Overview

Bluerock Capital Markets LLC is organized as a limited liability company and is SEC-registered with an initial registration year of 2006. Ownership is listed as a combination of a domestic entity and an individual. The firm's classification in the dataset is "Unclassified," and the record indicates it is not designated as a capital allocator. The FINTRX profile flags the firm as not actively pursuing ESG investing, not operating as a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser. Several typical profile fields—such as stated business activities, advisory services, fee structure, and client base—are not populated in the available data.

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

2 of 2
  • Julia Phillips

    Julia Phillips

    Chief Marketing OfficerCRD 5539269

  • Kamala Connors

    Kamala Connors

    Chief Compliance OfficerCRD 5729659

Contacts

3 of 31
  • Caroline Johnson

    OperationsCRD 7899166

  • Joshua Hoffman

    Joshua Hoffman

    PresidentCRD 4942819

  • Gilbert Savransky

    Gilbert Savransky

    Managing DirectorCRD 6350610

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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
919 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth