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 is organized as a limited liability company that operates as a private equity fund manager serving institutional clients. Its stated advisory activity is portfolio management for pooled investment vehicles; the firm also functions as sponsor and general partner of pooled vehicles and has broker-dealer and other investment-adviser affiliations. Fee arrangements include a percentage-of-AUM component alongside other, unspecified fee elements. The firm is recorded as SEC-registered in 2025 and is not identified as an active ESG investor. It is not flagged as a capital allocator or a pension consultant in the source data.

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

    Christopher Setaro

    SVP, Chief Compliance OfficerCRD 2635774

  • Thomas Callahan

    Thomas Callahan

    Chief Executive OfficerCRD 2278823

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Contacts

3 of 5
  • Uzair Hafeez

    Uzair Hafeez

    Account ManagerCRD 6334267

  • Samuel Berkowitz

    Samuel Berkowitz

    Account ManagerCRD 7082029

  • Theodore Dulchinos

    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