Threadmark LP

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
173318
Registered since
September 8, 2015

Firm profile

FINTRX

Overview

Threadmark LP is an SEC-registered adviser that first appeared on the register in 2015. The firm is organized under a nonstandard legal formation and reports ownership that includes both a domestic entity and an individual. FINTRX classifies the firm as unclassified rather than assigning it to a standard adviser category. Available disclosures indicate Threadmark LP does not act as a capital allocator and does not position itself as an active ESG investor. It is not flagged as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not provided specifics on its client mix, fee schedules, core advisory activities, or investment preferences, and FINTRX carries no additional detail about affiliations or business activities.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ajay Ahuja

    Ajay Ahuja

    CFO & COOCRD 2720807

Contacts

3 of 7
  • Bruce Chapman

    Bruce Chapman

    Co-Founder and PartnerCRD 5062739

  • Wilhelmina Gales

    Wilhelmina Gales

    Co-Founder and PartnerCRD 2951268

  • Russell Boggess

    Russell Boggess

    Managing DirectorCRD 3055014

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
300 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth