Macquarie Capital (USA) Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
380
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
36368
Registered since
October 20, 1994

Firm profile

FINTRX

Overview

Macquarie Capital (USA) Inc. is organized as a corporation and is classified in the dataset as an investment bank. The ownership is identified as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and is flagged as not an active ESG investor. Other metadata in the snapshot indicates it is not listed as a multi-state adviser, a pension consultant, a newly formed adviser, or a related adviser. The firm did not supply detail on its advisory activities, business lines, or client segmentation in the material provided. That lack of disclosed advisory and business activity information limits visibility into how Macquarie Capital (USA) Inc. positions services or sources mandates from clients in this dataset.

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
  • James Conahan

    James Conahan

    Chief Financial OfficerCRD 2538695

  • Paulina Chan

    Paulina Chan

    Chief Compliance OfficerCRD 3211559

  • Tobias Bachteler

    Chief Operating OfficerCRD 4945558

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Contacts

3 of 376
  • David Marshall

    David Marshall

    Sr. ManagerCRD 4360017

  • Brian Kilar

    Brian Kilar

    Senior Advisory ConsultantCRD 4510260

  • Timothy Mostak

    Timothy Mostak

    Relationship ManagerCRD 6223817

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
660 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth