Fennel
Firm details
- Headquarters
- New York, New York
- CRD number
- 316281
- Registered since
- April 6, 2022
Firm profile
FINTRXOverview
Fennel is organized as a limited liability company and appears on the SEC registry with an initial filing year of 2022. The snapshot classifies the firm as “Unclassified” and lists ownership as a mix of a domestic entity and an individual. The profile shows the firm does not identify itself as a capital allocator and is not designated as an active ESG investor, pension consultant, related adviser or multi-state adviser in the available snapshot. The firm has not provided details on its advisory activities, client segments, fee schedules or business lines in the source data, so there is no public description of the services it offers or the client types it targets.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jay Proffitt
Chief Compliance OfficerCRD 3176046
Contacts
3 of 4
Steven Manning
Senior Compliance ConsultantCRD 4470995
Thomas George
FinOpCRD 5378303

Matthew Rothchild
Senior Compliance ConsultantCRD 5143603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 450 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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