CANTILEVER

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
329651
Registered since
February 8, 2024

Firm profile

FINTRX

Overview

Cantilever is a limited liability company that registered with the SEC in 2024. The firm identifies as being owned by a combination of a domestic entity and individual owners and is classified in public filings as unclassified. Its regulatory profile indicates it is not a multi-state adviser, is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor. The firm’s principal activity appears to be private fund management: Cantilever acts as sponsor, general partner and managing member of pooled investment vehicles. That operating posture points to a manager-focused business model—structuring, operating and governing one or more funds—rather than delivering traditional separately managed accounts or broad advisory services to retail or institutional advisory clients.

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

3 of 3
  • TODD OWENS

    PartnerCRD 2389319

  • BENJAMIN DRYLIE-PERKINS

    Managing DirectorCRD 5311992

  • DAVID BALLARD

    Managing Partner and Co-FounderCRD 1979148

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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
601 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth