First Avenue
Firm details
- Headquarters
- New York, New York
- CRD number
- 145860
- Registered since
- May 6, 2008
- Website
- www.firstavenue.com
Firm profile
FINTRXOverview
First Avenue is organized as a partnership and has been registered with the SEC since 2008. Ownership is listed as domestic with individual owners. Public disclosures are sparse: the firm is classified as "unclassified" in the available snapshot and does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The record provides no descriptive detail about client segments, fee arrangements, specific advisory services, or investment strategies. That limited disclosure makes it difficult to assess positioning, target clientele, or investment approach from the available data.
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 1Lydia Plant
Chief Financial OfficerCRD 7390471
Contacts
3 of 17Yugveer Singh
Managing DirectorCRD 5506525

Andrew Schunk
DirectorCRD 6682906
Suk-Hyun Shin
SalespersonCRD 7599205
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
- 461 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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