Pundion LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 156169
- Registered since
- November 28, 2011
- Website
- www.pundion.com
Firm profile
FINTRXOverview
Pundion LLC is organized as a limited liability company and is listed as an SEC-registered adviser since 2011. The firm is identified as an unclassified adviser and the ownership is recorded as a combination of a domestic entity and an individual. FINTRX notes that Pundion does not identify as a capital allocator and is not flagged as an active ESG investor. The firm has provided little to no public detail about its business model, client types, advisory activities or affiliations. The available records do not describe investment mandates, target client segments, fee arrangements, or the products and services the firm offers.
Assets & Accounts
Location & Offices
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
3 of 5Alon Wasserman
CIOCRD 4544398
Michael Lewin
CEOCRD 5886440
Timothy Cox
Managing Director, Chief Compliance OfficerCRD 5115391
Contacts
3 of 4Yael Rosen
Compliance OfficerCRD 6923608
Shlomo Ahal
TraderCRD 5882415
Laurence Mayer
TraderCRD 6424104
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 230 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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