INTREPID PARTNERS, LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
37
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
198516
Registered since
July 22, 2015

Firm profile

FINTRX

Overview

Intrepid Partners, LLC is organized as a limited liability company and is registered with the SEC since 2015. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser that acts as a capital allocator; the data flags "Capital Allocator: No." Ownership is listed as a mix of a domestic entity and an individual. The record does not provide details on client segmentation, fee schedules, or the firm’s specific advisory or business activities. Intrepid Partners is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or related adviser.

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
  • HUGH MCGEE

    Co-Founder & CEOCRD 1782899

  • KAVI KATYAL

    Chief Financial OfficerCRD 6999088

Contacts

3 of 35
  • Thomas Reedy

    AnalystCRD 7933072

  • Drake Meiss

    AnalystCRD 7966320

  • Visesh Keerty

    AnalystCRD 6999266

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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
712 Fifth Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth