M2O Private Fund Advisors LLC
Firm details
- Headquarters
- White Plains, New York
- CRD number
- 158741
- Registered since
- April 16, 2012
- Website
- m2ollc.com
Firm profile
FINTRXOverview
M2O Private Fund Advisors LLC is an SEC-registered advisory firm formed in 2012 and organized as a limited liability company. Public records identify the firm as owner-managed (individual owner) and otherwise largely unclassified in terms of published business lines. The dataset shows minimal public disclosure about services, fee schedules, or client segments. Several operational flags are set to negative: the firm is not identified as a capital allocator, is not a multi-state adviser, and is not listed as an active ESG investor or pension consultant. Those attributes, combined with the lack of reported advisory activities, indicate a very limited public footprint and little evidence of an active advisory business serving external clients.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 19Scott Lobel
AnalystCRD 7783229

Nathan Greene
Managing DirectorCRD 6127909

Diane Rolfe
Director of Business OperationsCRD 2764254
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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