OPENYIELD TRADING LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 326199
- Registered since
- September 27, 2023
Firm profile
FINTRXOverview
Openyield Trading LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser with a registration year of 2023. The dataset classifies the firm as "unclassified" and records the owner type as a domestic entity and individual. FINTRX flags the firm as not acting as a capital allocator and not identifying as an active ESG investor; it is also not listed as a multi-state adviser or a pension consultant. The profile contains minimal disclosure about business lines. The record does not specify the firm's investment approach, client segments, fee structure, or the advisory services it offers, so there is little publicly reported information on how the firm positions itself in the market or how it sources and manages client mandates.
Assets & Accounts
Investments & Alternatives
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 1Jonathan Birnbaum
Founder & CEOCRD 5350316
Contacts
3 of 4Thomas Shpetner
General CounselCRD 4487619
MICHAEL LAZEBNIK
Vice PresidentCRD 4888888
ERIC LEVINE
Trading and Operations AssociateCRD 7285963
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
- 420 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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