N.A. Investcorp LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 134162
- Registered since
- June 24, 2005
- Website
- www.investcorp.com
Firm profile
FINTRXOverview
N.A. Investcorp LLC is a limited liability company that registered with the SEC in 2005 and is categorized as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. Public records and the FINTRX snapshot show limited public disclosure about the firm’s client base, fee schedules, and day-to-day advisory activities. The firm is not flagged as a capital allocator and is not identified as an active ESG investor. FINTRX also indicates it is not a multi-state adviser, not newly formed, not a pension consultant and not a related adviser. Those attributes, combined with sparse public detail, suggest its primary public-facing designation is investment-banking activity rather than widely marketed wealth-management or multi-state advisory services.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Patrick Shea
CEO & PresidentCRD 838154
Contacts
3 of 22
Fredrik Guster
Head of StrategyCRD 4702509

Brooke Porath
Vice PresidentCRD 6210791

Ravindra Thakur
PrincipalCRD 2606312
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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