PJT Partners LP

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
606
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
171058
Registered since
December 8, 2014

Firm profile

FINTRX

Overview

PJT Partners LP is organized as a nonstandard legal entity and is classified in the dataset as an investment bank rather than a traditional registered investment adviser or family office. The record identifies ownership as a combination of a domestic entity and an individual. The firm is not listed as a capital allocator and the profile flags it as not being an active ESG investor. It also shows the firm is not a multi-state adviser, not a pension consultant, and not recorded as a related adviser. The available information does not include details on client segments, fee schedules, advisory services, or specific investment strategies. The firm did not provide any entries under activities and affiliations in the source. Those gaps limit what can be concluded about any wealth-management, discretionary investment, or alternative-investment capabilities from this dataset alone.

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 6
  • Paul Taubman

    Paul Taubman

    Founder, Chairman & CEOCRD 1567776

  • Helen Meates

    Helen Meates

    Partner and Chief Financial OfficerCRD 2271715

  • Paige Costigan Defusco

    Paige Costigan Defusco

    Partner, Chief Operating OfficerCRD 4223990

Unlock 3 more executives →

Contacts

3 of 600
  • Karl Knapp

    Karl Knapp

    Senior Managing DirectorCRD 1236500

  • Joseph Herman

    Joseph Herman

    PartnerCRD 1375510

  • John Trousdale

    John Trousdale

    PartnerCRD 1383941

Unlock 597 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
280 Park Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth