M2O Private Fund Advisors LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
19
Avg account
$0

Firm details

Headquarters
White Plains, New York
CRD number
158741
Registered since
April 16, 2012
Website
m2ollc.com

Firm profile

FINTRX

Overview

M2O Private Fund Advisors LLC is organized as a limited liability company and is listed in the dataset as owned by an individual. The firm is categorized as "Unclassified" in the source records and the available entries do not describe specific advisory products, investment mandates, or fee schedules. The dataset flags several operational attributes: M2O Private Fund Advisors LLC is not identified as a capital allocator, is not an active ESG investor, is not designated a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The record also shows a single office location but does not include address details. Public filings supplied for this profile include no client counts or AUM figures beyond a notation of zero clients, and there is no disclosure in the source about business activities, client segments, or affiliations.

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

Contacts

3 of 19
  • Patrick Chism

    Patrick Chism

    Managing DirectorCRD 2875421

  • Gerard Scarpati

    Gerard Scarpati

    Managing DirectorCRD 2313132

  • Mark Hallock

    Mark Hallock

    PartnerCRD 1736739

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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

White Plains, NY

Westchester

Location

White Plains, NY

Headquartered in White Plains, 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
Westchester
Address
1 N Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth