PERITUS CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
310736
Registered since
May 27, 2021

Firm profile

FINTRX

Overview

Peritus Capital, LLC is organized as a limited liability company and appears in SEC registries dating to 2021. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the available data, and there is no indication it functions as a capital allocator. The record indicates several negative flags rather than active program details: it is not identified as an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. FINTRX materials do not include descriptions of the firm's client base, fee schedule, core business activities, or advisory offerings, and the firm has not supplied information on its activities or external affiliations.

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

2 of 2
  • Courtney Bosh

    Chief Communications OfficerCRD 7363471

  • HOWARD TANG

    Chief Executive OfficerCRD 7292264

Contacts

3 of 3
  • Erin McCarthy

    Capital Markets DirectorCRD 7839393

  • Daniel Sakol

    Financial and Operations PrincipalCRD 2813237

  • Ching Ryan

    PartnerCRD 7341055

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
535 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth