Earlybirdcapital, Inc.

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
Melville, New York
CRD number
28629
Registered since
June 27, 1991

Firm profile

FINTRX

Overview

Earlybirdcapital, Inc. is organized as a corporation and has been registered with the SEC since 1991. The firm is classified in FINTRX as an investment bank and is owned by a combination of a domestic entity and an individual. The dataset identifies the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. Regulatory flags in the record indicate Earlybirdcapital, Inc. is not a multistate adviser, not a newly formed adviser, not a pension consultant, and not listed as a related adviser. Those attributes, together with its investment-bank classification, suggest the entity operates around transactional or capital-markets activities rather than running a conventional retail or institutional advisory business.

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

3 of 3
  • Steven Levine

    CEO and Head of Investment BankingCRD 2714473

  • Amy Kaufmann

    Amy Kaufmann

    Chief Compliance OfficerCRD 2776989

  • Michelle Pendergast

    Michelle Pendergast

    Chief Financial OfficerCRD 5441721

Contacts

3 of 16
  • David Nussbaum

    David Nussbaum

    Chairman of the BoardCRD 1631483

  • Robert Gladstone

    Vice PresidentCRD 722442

  • Mauro Conijeski

    Mauro Conijeski

    Managing DirectorCRD 4990060

Unlock 13 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Melville, NY

Suffolk

Location

Melville, NY

Headquartered in Melville, 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
Suffolk
Address
1 Huntington Quadrangle
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth