Near Earth, LLC
Firm details
- Headquarters
- New Canaan, Connecticut
- CRD number
- 126041
- Registered since
- August 6, 2003
- Website
- nearearthllc.com
Firm profile
FINTRXOverview
Near Earth, LLC is organized as a limited liability company and is registered with the SEC since 2003. The firm is privately held by an individual owner and is listed in public records with an “unclassified” adviser designation rather than a more specific category such as wealth manager or institutional allocator. Public filings indicate a relatively narrow operational profile: Near Earth does not identify itself as a capital allocator, is not flagged as an ESG-focused investor, and is not registered as a multi-state adviser. It also is not recorded as a pension consultant or as a related adviser to another firm. The filings do not disclose a client roster, fee schedules, specific advisory activities, or investment strategies. Corporate footprint is limited in publicly available data; the firm is recorded as maintaining four office locations, but no further detail about the offices, client segments, or asset management activities is provided in the source material.
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
Philip Friedman
CEOCRD 1099330
Contacts
3 of 4
John Stone, Jr.
ShareholderCRD 4383202

Hoyt Davidson
Managing PartnerCRD 1735315

Christina Bartnikowski
Prime Brokerage SalesCRD 3268496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New Canaan, CT
Fairfield
Location
New Canaan, CT
Headquartered in New Canaan, CT, 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
- Fairfield
- Address
- 945 West Rd
- Time zone
- ET (UTC-5)
- Office locations
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