PATIENT SQUARE CAPITAL MARKETS, LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
337850
Registered since
February 6, 2026

Firm profile

FINTRX

Overview

Patient Square Capital Markets, LLC is organized as a limited liability company and is listed as SEC-registered in 2026. Ownership is identified as a mix of a domestic entity and an individual. The firm’s public profile is minimal: it is classified as unclassified in the available snapshot and is not identified as a capital allocator. Regulatory and operational flags in the snapshot indicate the firm is not an active ESG investor, not a multi-state adviser, not a pension consultant, and not designated as a related adviser. Several typical disclosure fields — including client base, fee structure, business activities, and advisory activities — were left blank in the source material, so there is no public description of its investment approach, target clients, or service model.

Assets & Accounts

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

1 of 1
  • REBECCA ROONEY

    Partner and Chief Operating OfficerCRD 5977635

Contacts

3 of 6
  • RUSSELL CHONG

    PartnerCRD 3130318

  • THOMAS STANTON

    PrincipalCRD 2557504

  • William Oprea

    Private Equity ManagerCRD 6494307

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
767 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth