N.A. INVESTCORP LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
25
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
134162
Registered since
June 24, 2005

Firm profile

FINTRX

Overview

N.A. Investcorp LLC is a limited liability company that has been SEC-registered since 2005 and is classified in the source data as an investment bank. The firm is identified as a domestic entity with individual ownership. It is not listed as a capital allocator, does not report multi-state adviser status, and is not flagged as an active ESG investor or a pension consultant. The available record does not supply details on client types, fee schedules, advisory activities, or other business lines beyond the basic classification.

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

1 of 1
  • PATRICK SHEA

    CEO & PresidentCRD 838154

Contacts

3 of 24
  • FREDRIK GUSTER

    Head of StrategyCRD 4702509

  • Brooke Porath

    Vice PresidentCRD 6210791

  • RAVINDRA THAKUR

    PrincipalCRD 2606312

Unlock 21 more contacts

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth