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 is recorded as an investment bank. The firm has been SEC-registered since 1991 and is owned by a domestic entity and individuals. Publicly available snapshot data does not include detail on its advisory services, client segments, fee schedules, or specific business activities. Regulatory flags in the snapshot indicate the firm is not designated as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, is not a pension consultant, and does not report a related adviser relationship. The firm also did not provide information about its outside activities or affiliations in the supplied dataset.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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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

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Recent M&A activity

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Recent filings

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Awards

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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