M2O Private Fund Advisors LLC

Broker-DealerFINRA MemberEst. 2012
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 a privately held limited liability company that has been SEC-registered since 2012. The firm is owned by an individual and is classified in FINTRX data as "unclassified," with limited public detail about its specific advisory activities, client segments, or fee arrangements. Available records indicate M2O is not designated as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. It is not listed as a pension consultant, a related adviser, or a newly formed adviser. The firm has not supplied further narrative on investment strategy, target client profiles, or the services it provides.

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

Contacts

3 of 19
  • Scott Lobel

    Scott Lobel

    AnalystCRD 7783229

  • Nathan Greene

    Nathan Greene

    Managing DirectorCRD 6127909

  • Diane Rolfe

    Diane Rolfe

    Director of Business OperationsCRD 2764254

Unlock 16 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth