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 since 2010. Public records classify the firm as an investment bank and list the ownership as individual. The firm is not identified as a capital allocator and is flagged as not being an active ESG investor. It is not described as a multi-state investment adviser, a pension consultant, a related adviser, or a newly formed adviser. Disclosure in the source record about the firm's client mix, fee arrangements, and specific advisory activities is limited; the available metadata emphasizes organizational type and regulatory status rather than detailed retail or institutional wealth-management offerings.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

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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

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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

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