PLH FAMILY OFFICE, LLC
Firm details
- Headquarters
- GARDEN CITY, New York
- CRD number
- 339235
- Registered since
- April 27, 2026
- Fee structure
- Other
Firm profile
FINTRXOverview
PLH Family Office, LLC is recorded as a family office–style firm organized as a limited liability company and registered with the SEC in 2026. The dataset lists ownership as both a domestic entity and an individual, and it identifies the firm as a related adviser with an industry affiliation categorized as "Other Investment Adviser." The firm's regulatory/profile flags indicate several constraints on its activities: it is not marked as a capital allocator, it is not an active ESG investor, and it is not registered as a multi-state adviser. Its classification in the source is "Unclassified" and its fee structure is recorded under "Other." The record does not enumerate business lines or detailed advisory activities. Publicly available detail on scale and client relationships is minimal in the source material. The dataset shows no reported clients or assets under management, and only a single office is noted without location information.
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 1WALTER GILMORE
Chief Compliance OfficerCRD 1996728
Contacts
2 of 2TODD BURACH
PresidentCRD 4978795
JAMES FORTESCUE
Managing Partner and Board memberCRD 2664841
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GARDEN CITY, NY
NASSAU
Location
GARDEN CITY, NY
Headquartered in GARDEN CITY, 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
- NASSAU
- Address
- 401 Franklin Ave
- Time zone
- ET (UTC-5)
- Office locations
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