SECONDMARKET FINANCIAL, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 333332
- Registered since
- March 6, 2025
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Secondmarket Financial, LLC operates as a private equity-focused adviser that manages pooled investment vehicles on behalf of institutional clients. The firm is organized as a limited liability company and registered with the SEC in 2025. Its advisory work centers on portfolio management for pooled funds, and the firm also serves in sponsor and general partner roles for the vehicles it manages. Secondmarket charges fees tied to assets under management (and other fee arrangements), and it is not identified as an active ESG investor. The firm maintains a concentrated client base and a portfolio construction approach that emphasizes private fund exposure rather than broad public-market beta. Industry affiliations include broker-dealer activity and operating as an adviser in multiple capacities—sponsor, GP and managing member—indicating the firm structures and controls the pooled vehicles in which it invests.
Assets & Accounts
Investments & Alternatives
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 4Rene Paula Molina
CFO and CLOCRD 8128814
Christopher Setaro
SVP, Chief Compliance OfficerCRD 2635774
THOMAS CALLAHAN
Chief Executive OfficerCRD 2278823
Contacts
3 of 5UZAIR HAFEEZ
Account ManagerCRD 6334267
Samuel Berkowitz
Account ManagerCRD 7082029
Theodore Dulchinos
Senior AssociateCRD 7534540
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
- 3 E 28th St
- Time zone
- ET (UTC-5)
- Office locations
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