CRESCENDO ADVISORS II, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
156726
Registered since
February 12, 2015

Firm profile

FINTRX

Overview

Crescendo Advisors II, LLC is a privately held limited liability company that has been registered with the SEC since 2015. The firm is owned by an individual and is classified as unclassified in the available data. Its stated activities position it as an adviser and sponsor that serves as a general partner and managing member of pooled investment vehicles rather than as a traditional wealth manager serving retail advisory accounts. The firm is not identified as an active ESG investor, is not multi-state in scope according to the data, and does not report pension consulting or capital allocator roles.

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

Owners & executives

2 of 2
  • Adam Jaffe

    Chief Financial Officer & Chief Compliance OfficerCRD 6929972

  • ERIC ROSENFELD

    Chief Executive OfficerCRD 1006525

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
777 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth