MCAP LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
49
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
139515
Registered since
June 22, 2006

Firm profile

FINTRX

Overview

Mcap LLC is organized as a limited liability company and is SEC-registered, with registration dating back to 2006. The firm's ownership is listed as a combination of a domestic entity and an individual, and its classification in the dataset is "unclassified." The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser, not described as a pension consultant, and not designated as a related adviser in the available records. The dataset provides minimal detail about the firm's business lines, advisory activities, client mix, or fee arrangements.

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 7
  • ADAM PACE

    Independent ContractorCRD 5005467

  • DAVID MENN

    CEO & Managing PartnerCRD 2283670

  • LEONARD PATTI

    Chief Compliance OfficerCRD 4276315

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Contacts

3 of 42
  • JAMES KELLY

    Equity SupervisorCRD 2980356

  • BRIAN REALE

    DirectorCRD 5880765

  • JOHN EGAN

    ControllerCRD 7831076

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
100 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth