Patient Square Capital Markets, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 337850
- Registered since
- February 6, 2026
Firm profile
FINTRXOverview
Patient Square Capital Markets, LLC is organized as a limited liability company and is listed in FINTRX as an SEC-registered adviser with an SEC registration year of 2026. Ownership is recorded as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the snapshot data. FINTRX flags that it is not a capital allocator and is not identified as an active ESG investor. The profile also indicates the adviser is not designated as a multi-state adviser, not a pension consultant, and not a related 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
Owners & executives
1 of 1
Rebecca Rooney
Partner and Chief Operating OfficerCRD 5977635
Contacts
3 of 6Russell Chong
PartnerCRD 3130318

Thomas Stanton
Managing DirectorCRD 2557504

William Oprea
Executive PrincipalCRD 6494307
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
- 767 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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