Northern Edge Capital Advisors LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
151615
Registered since
August 30, 2010

Firm profile

FINTRX

Overview

Northern Edge Capital Advisors LLC is organized as a limited liability company and is registered with the SEC since 2010. FINTRX classifies the firm as an investment bank and lists its owner type as a combination of a domestic entity and an individual. The profile indicates the firm is not a capital allocator and does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Publicly available registry fields for Northern Edge do not include descriptions of its advisory activities, client segments, fee schedules, or core business lines. Those specific operating details and manager allocation preferences are not present in the FINTRX snapshot.

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

2 of 2
  • Paul Daitz

    Paul Daitz

    Founder and CEOCRD 2388366

  • Philip Gavey

    Philip Gavey

    Chief Operating OfficerCRD 7306222

Contacts

3 of 9
  • David Ryan

    David Ryan

    Senior Investment Banking AnalystCRD 8048980

  • Usmaan Kitchlew

    Usmaan Kitchlew

    Senior Vice PresidentCRD 4844097

  • Blaine Lund

    Blaine Lund

    Senior Investment Banking AnalystCRD 7978722

Unlock 6 more contacts

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

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
747 Third Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth