THE MIDWAY GROUP

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
161147
Registered since
August 26, 2024

Firm profile

FINTRX

Overview

The Midway Group is organized as a limited partnership and is SEC-registered as of 2024. Its primary regulatory/business classification is as a commodity pool operator or commodity trading advisor (CPO/CTA), and the firm is active as a sponsor, general partner and managing member of pooled investment vehicles. Ownership is recorded as a mix of a domestic entity and an individual. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ROBERT SHERAK

    CEOCRD 1584134

  • TYLER WILSON

    Chief Financial OfficerCRD 4742195

Contacts

1 of 1
  • YONG CAI

    Managing Director & Portfolio ManagerCRD 2437764

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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
175 Varick St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth