SECONDMARKET FINANCIAL, LLC

RIASEC RegisteredEst. 2025
Total AUM
$150M
Discretionary
$150M
100% of AUM
Avg account
$6M
Accounts
25
Employees
19
Advisory reps
9

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Rene Paula Molina

    CFO and CLOCRD 8128814

  • Christopher Setaro

    SVP, Chief Compliance OfficerCRD 2635774

  • THOMAS CALLAHAN

    Chief Executive OfficerCRD 2278823

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Contacts

3 of 5
  • UZAIR HAFEEZ

    Account ManagerCRD 6334267

  • Samuel Berkowitz

    Account ManagerCRD 7082029

  • Theodore Dulchinos

    Senior AssociateCRD 7534540

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
3 E 28th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth