POSITIVE SUM ADVISORS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
324219
Registered since
December 8, 2022

Firm profile

FINTRX

Overview

Positive Sum Advisors LLC is an SEC-registered investment adviser organized as an LLC and first registered in 2022. The firm is owned by an individual and is listed in the dataset as an unclassified adviser and an "Other Investment Adviser" by affiliation. The profile indicates the firm does not position itself as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser to another registered entity. The available information suggests the firm's primary activity is advising private investment vehicles rather than operating as a traditional wealth manager to retail or high-net-worth individual clients.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • SAMUEL CATES

    Partner and Managing DirectorCRD 7668800

  • PATRICK O'SHAUGHNESSY

    Chairman EmeritusCRD 5457732

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, 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
FAIRFIELD
Address
47 Arch St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth