Young America Capital, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
48
Avg account
$0

Firm details

Headquarters
Mamaroneck, New York
CRD number
150443
Registered since
March 9, 2010

Firm profile

FINTRX

Overview

Young America Capital, LLC is organized as a limited liability company and is registered with the SEC (registration recorded in 2010). FINTRX classifies the firm as an investment bank and indicates individual ownership. The profile flags that the firm is not a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The record contains minimal detail about the firm's business lines, fee models, client segments, or advisory activities. The combination of an investment-bank classification and the lack of reported advisory metrics in the dataset suggests the firm may primarily operate in non-discretionary or intermediary capacities rather than as a traditional asset manager, though firm disclosures would be needed to confirm day-to-day activities.

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

1 of 1
  • John Heffernan

    CFOCRD 1406743

Contacts

3 of 47
  • David Bunzel

    David Bunzel

    Managing DirectorCRD 1547108

  • Todd Slater

    Todd Slater

    Managing DirectorCRD 2253036

  • Ran Zfoni

    Ran Zfoni

    Tech Investment BankingCRD 7882197

Unlock 44 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mamaroneck, NY

Westchester

Location

Mamaroneck, NY

Headquartered in Mamaroneck, 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
Westchester
Address
141 E Boston Post Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth