Overwatch Capital Advisors LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 341636
- Registered since
- June 2, 2026
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Overwatch Capital Advisors LLC is a recently formed SEC-registered limited liability company (registered in 2026) that offers fee-based portfolio management. The firm provides discretionary management for individuals and small business clients and also manages pooled investment vehicles. It is organized as an unclassified adviser and reports that it is not a capital allocator and does not position itself as an active ESG investor. The firm lists industry affiliations that include both a broker-dealer relationship and a connection to another investment adviser.
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
Location
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
- 110 E 42nd St
- Time zone
- ET (UTC-5)
- Office locations
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