First Manhattan Securities LLC

Broker-DealerFINRA MemberEst. 1962
Total AUM
Advisory reps
95
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
1845
Registered since
February 26, 1962

Firm profile

FINTRX

Overview

First Manhattan Securities LLC is a long-established investment firm (SEC-registered since 1962) organized as an LLC. FINTRX classifies the firm across multiple roles: hedge fund and private equity fund sponsor, other fund provider, multifaceted fund manager and investment bank. Ownership appears to include domestic entities and individuals. The firm does not identify as an active ESG investor and is not characterized as a multistate or newly formed adviser; it also does not present itself as a capital allocator in the FINTRX snapshot.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 88%, Cash & Cash Equivalents 6%, State & Local Bonds 4%, Investment Grade Corp Bonds 1%, Public Funds/Mutual Funds 1%88%
  • Exchange Traded Equities88%
  • Cash & Cash Equivalents6%
  • State & Local Bonds4%
  • Investment Grade Corp Bonds1%
  • Public Funds/Mutual Funds1%

Owners & executives

3 of 6
  • Zachary Wydra

    Zachary Wydra

    CEO & Portfolio ManagerCRD 2937857

  • Nicole Sliwa

    Nicole Sliwa

    Chief Operating OfficerCRD 4809741

  • Jeremy Covino

    Jeremy Covino

    Managing Director, Chief Compliance OfficerCRD 6794503

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Contacts

3 of 89
  • Nadia Abdulghani

    Portfolio AssistantCRD 5969876

  • Pratima Chhabra

    Portfolio AssociateCRD 1951735

  • Sharon Appelman

    Sharon Appelman

    Senior Managing DirectorCRD 4755633

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 169

Active vs passive

$1.3B in ETFs

Passive

84%

$1.1B

Active

11%

$209M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$295M430,07423.31%

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
399 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth