Tritaurian Capital, Incorporated

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
45500
Registered since
January 29, 1999

Firm profile

FINTRX

Overview

Tritaurian Capital, Incorporated is organized as a corporation and has been SEC-registered since 1999. Ownership is recorded as a combination of a domestic entity and an individual. The firm is categorized as "Unclassified" in the available record. FINTRX indicates the firm does not act as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is neither a pension consultant nor a related adviser. Fields for client base, fee structure, business activities and advisory activities are not provided in the source data.

Assets & Accounts

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

2 of 2
  • Patrick Walker

    Chief Compliance OfficerCRD 2107798

  • William Heyn

    William Heyn

    Chief Executive OfficerCRD 2520868

Contacts

3 of 3
  • James Dunn

    James Dunn

    Registered RepresentativeCRD 2557299

  • James Preissler

    James Preissler

    Managing DirectorCRD 2628997

  • Richard Onesto

    Richard Onesto

    FinOpCRD 2453096

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth