ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
283384
Registered since
August 1, 2024

Firm profile

FINTRX

Overview

Orthogon Partners Investment Management, LLC is an SEC-registered investment adviser that operates as a limited liability company and is active as a commodity pool operator/commodity trading advisor (CPO/CTA). The firm functions as sponsor, general partner and managing member of pooled investment vehicles, running private funds rather than acting as a third-party capital allocator. It reports being an active ESG investor, indicating some level of environmental, social or governance considerations are part of its investment process. The adviser was registered with the SEC in 2024.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • DOMINIQUE SEVERINO

    PartnerCRD 6469042

  • JAMES LAVELLE

    PartnerCRD 5551384

  • RISHI GANTI

    Financial AdvisorCRD 4270816

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

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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
250 W 55th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth