YORK INVESTMENTS HOLDINGS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MANCHESTER, New Hampshire
CRD number
304832
Registered since
March 30, 2023
Website
york.ie

Firm profile

FINTRX

Overview

York Investments Holdings, LLC is organized as a limited liability company and is SEC-registered as of 2023. The firm is owned by an individual and is classified in the dataset as "Unclassified." It does not present itself as a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state adviser. The firm’s recorded activity centers on sponsoring and managing pooled investment vehicles: it is listed as a sponsor, general partner, and managing member of pooled funds. Other standard advisory details, fee structure, and a broader client profile are not specified in the available data.

Assets & Accounts

Investments & Alternatives

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

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Peter Coughlin

    Chief Marketing OfficerCRD 7150841

  • JOSEPH RACZKA

    Chief Investment Officer & Managing PartnerCRD 5722453

  • Kyle York

    Co-Founder and CEOCRD 7150839

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

MANCHESTER, NH

HILLSBOROUGH

Location

MANCHESTER, NH

Headquartered in MANCHESTER, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
HILLSBOROUGH
Address
175 Canal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth