Lazard Freres & Co LLC

Broker-DealerFINRA MemberEst. 1938
Total AUM
Advisory reps
570
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
2528
Registered since
February 14, 1938

Firm profile

FINTRX

Overview

Lazard Freres & Co LLC is recorded as a limited liability company that has been SEC-registered since 1938 and is classified in the FINTRX snapshot as an investment bank. The firm is listed as owned by both a domestic entity and an individual. Several advisor-specific attributes are negative in the record: it is not flagged as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not marked as a related adviser. Key operating details that typically appear for advisory firms (client base, fee structure, business and advisory activities) are not populated in the FINTRX snapshot. Taken together with the investment-bank classification, the available metadata suggests the entity’s primary role is transactional or advisory in investment banking rather than operating as a traditional asset manager whose public AUM and account-level data would be reported.

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

3 of 5
  • Peter Orszag

    Peter Orszag

    CEOCRD 5873564

  • Jason Bernhard

    Jason Bernhard

    Vice Chairman, Chief Operating Officer Financial AdvisorCRD 1883841

  • Thomas Weber

    CFOCRD 4854554

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Contacts

3 of 565
  • David Carlton

    David Carlton

    AnalystCRD 7591228

  • Daniel Sung

    Daniel Sung

    Investment Banking AnalystCRD 7918943

  • Comeragh Sheehan

    Comeragh Sheehan

    AnalystCRD 7918920

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
30 Rockefeller Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth