Pickwick Capital Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
120
Avg account
$0

Firm details

Headquarters
White Plains, New York
CRD number
130672
Registered since
June 14, 2004

Firm profile

FINTRX

Overview

Pickwick Capital Partners, LLC is organized as a limited liability company and is classified in the available dataset as an investment bank under individual ownership. The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. The firm did not supply detail on its advisory activities, fee structure, client segments, or specific investment strategies. Activities and affiliations were also not provided, leaving limited public information about how Pickwick sources deals, structures engagements, or serves clients.

Location & Offices

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

3 of 4
  • Karen Gendron

    CFOCRD 1503330

  • Douglas Greenwood

    President, CEOCRD 1192611

  • Suzanne Risser

    Suzanne Risser

    Chief Compliance OfficerCRD 1303694

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Contacts

3 of 116
  • Joshua Myers

    Joshua Myers

    Managing PartnerCRD 5719637

  • Gary Reneau

    Gary Reneau

    Managing DirectorCRD 720927

  • Charles Steele

    Charles Steele

    Managing DirectorCRD 1609231

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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

White Plains, NY

Westchester

Location

White Plains, NY

Headquartered in White Plains, 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
Westchester
Address
445 Hamilton Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth