Hold Brothers Capital LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
38
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
151864
Registered since
May 6, 2010

Firm profile

FINTRX

Overview

Hold Brothers Capital LLC is organized as a limited liability company with ownership described as a combination of a domestic entity and an individual. The firm's snapshot classifies it as unclassified and its profile identifies it as not operating as a capital allocator. It is not flagged as an active ESG investor, and the firm is not described as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The public data provide a concise operational picture but do not include detail on client segments, fee schedules, or day-to-day advisory activities.

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

2 of 2
  • Robert Ricca

    Chief Compliance OfficerCRD 1658885

  • Gregory Hold

    Gregory Hold

    Chairman & CEOCRD 2169408

Contacts

3 of 36
  • Tom Zafiris

    Tom Zafiris

    Senior Vice PresidentCRD 1337844

  • Angelo Coniglione

    Angelo Coniglione

    Operations SpecialistCRD 2044685

  • Clifton English

    TraderCRD 2146578

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
1 Pennsylvania Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth