Capitolis Global Broker Dealer LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
27
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
325346
Registered since
March 10, 2025

Firm profile

FINTRX

Overview

Capitolis Global Broker Dealer LLC is organized as a limited liability company that operates under a broker-dealer designation. Public filings captured in FINTRX provide minimal detail about the firm’s lines of business, client segments, or advisory activities. Ownership is reported as a mix of a domestic corporate entity and individual ownership. The firm is listed as unclassified in FINTRX and is not identified as a capital allocator. FINTRX also records that Capitolis Global Broker Dealer LLC is not an active ESG investor, is not a multi-state adviser, is not newly formed as an adviser, and is not described as a pension consultant or related adviser. No descriptions of fee models, advisory services, or target client profiles were provided in the available data.

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

Owners & executives

3 of 5
  • Gil Mandelzis

    Gil Mandelzis

    CEO & FounderCRD 3104053

  • Richard Schiffman

    Richard Schiffman

    Chief Product OfficerCRD 1884168

  • Amol Naik

    Amol Naik

    Chief Operating OfficerCRD 4038319

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Contacts

3 of 22
  • Charlene Wilson

    Charlene Wilson

    FinOpCRD 1935747

  • Josh Borg

    Josh Borg

    New Business DevelopmentCRD 4598616

  • Jenner Smith

    Vice PresidentCRD 4979827

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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
11 W 42nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth