Lazard Freres & Co LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 2528
- Registered since
- February 14, 1938
- Website
- www.lazard.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5Peter Orszag
CEOCRD 5873564

Jason Bernhard
Vice Chairman, Chief Operating Officer Financial AdvisorCRD 1883841
Thomas Weber
CFOCRD 4854554
Contacts
3 of 565
David Carlton
AnalystCRD 7591228

Daniel Sung
Investment Banking AnalystCRD 7918943

Comeragh Sheehan
AnalystCRD 7918920
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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