Lazard Freres & Co LLC

Broker-DealerFINRA MemberEst. 1938
Total AUM
Advisory reps
610
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 organized as a limited liability company and is classified in FINTRX as an investment bank. The firm has been SEC-registered since 1938. FINTRX characterizes the owner type as domestic entity and individual and does not list the firm as a capital allocator. The snapshot indicates Lazard Freres & Co LLC is not identified as an active ESG investor, not a multi-state adviser, not newly formed, and not a pension consultant or related adviser. The data set does not include descriptions of the firm’s specific business lines, advisory services, fee structure, or client segments. FINTRX also does not provide detail on investment mandate preferences or manager allocation interests for this entity.

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 4
  • Peter Orszag

    Peter Orszag

    CEOCRD 5873564

  • Jason Bernhard

    Jason Bernhard

    Vice Chairman, Chief Operating Officer Financial AdvisorCRD 1883841

  • Thomas Weber

    Thomas Weber

    CFOCRD 4854554

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Contacts

3 of 606
  • Harris Shabbir

    Executive DirectorCRD 6646784

  • David Carlton

    David Carlton

    AnalystCRD 7591228

  • Daniel Sung

    Daniel Sung

    Investment Banking AnalystCRD 7918943

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth