Laidlaw & Company (UK) Ltd.

Broker-DealerFINRA MemberEst. 2002

Total AUM

—

Advisory reps

42

Avg account

$0

Firm details

Headquarters: London,
CRD number: 119037
Registered since: July 26, 2002
Website: laidlawltd.com

Firm profile

FINTRX

Overview

Laidlaw & Company (UK) Ltd. is organized as a corporation and is classified in FINTRX as an investment bank. The firm has been SEC-registered since 2002. Ownership is recorded as a combination of a foreign entity and an individual. FINTRX flags the firm as not acting as a capital allocator and not participating as an active ESG investor. It is not listed as a multi-state adviser, pension consultant, or related adviser in the profile. The firm did not provide descriptive details about its specific business or advisory activities in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 3

Matthew Eitner
Chief Executive OfficerCRD 3267261
Arthur DaPonte
Chief Accounting OfficerCRD 7801577
John Coolong
CFOCRD 5924271

Contacts

3 of 39

Jason Russo
Alternative InvestmentsCRD 2588652
Matthew Parker
PartnerCRD 2762117
Richard Kirschner
Managing DirectorCRD 2935765

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 11

Active vs passive

$5.6M in ETFs

Passive

95%

$5.3M

Active

0%

$257K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)	Invesco	Passive	Large Growth	$1.4M	2,493	25.71%

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Primary office

London, null

Location

London, null

Headquartered in London, null.

Address: 16 Berkeley St.
Office locations

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