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CRD#: 158741
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

M2O PRIVATE FUND ADVISORS LLC is located at 1 North Lexington Ave Suite 500, White Plains, NY 10601 and was first established at Woodbridge, New York in 05/26/2011. After operating for 14 years, M2O PRIVATE FUND ADVISORS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of M2O PRIVATE FUND ADVISORS LLC’s clients are individuals and 0% of their clients are high net worth individuals. M2O PRIVATE FUND ADVISORS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at M2O PRIVATE FUND ADVISORS LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access M2O PRIVATE FUND ADVISORS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at M2O PRIVATE FUND ADVISORS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for M2O PRIVATE FUND ADVISORS LLC Comes From

Understanding the Statistics for M2O PRIVATE FUND ADVISORS LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1 North Lexington Ave Suite 500, White Plains, NY 10601
Mailing Address
1 North Lexington Ave Suite 500, White Plains, NY 10601
Firm Size
Small
Phone Number
(914) 368-9795
Established
New York since 05/26/2011
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BELCASTRO, LUKE GERALDPARTNER2404844
HALLOCK, MARK VINCENTPARTNER1736739
LAUB, JACOB ADAMPARTNER4812762
MARSHALL, MARGARET JEANPARTNER2912562
PUYA, JUSTIN RMANAGING MEMBER, PRINCIPAL, EXECUTIVE REPRESENTATIVE5705643
HOGAN, MICHAEL FRANCISCCO5535937
SCARPATI, GERARDFINOP2313132

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Advisor's working at M2O PRIVATE FUND ADVISORS LLC

AB

Andrew Joseph Bosco

RR
CRD#: 7577847
Location:
White Plains, NY 10601
Company:
M2O PRIVATE FUND ADVISORS LLC
Disclosures:
Experience:
6 years
View Profile
MK

Matthew Kernaghan

RR
CRD#: 7577915
Location:
White Plains, NY 10601
Company:
M2O PRIVATE FUND ADVISORS LLC
Disclosures:
Experience:
2 years
View Profile
NG

Nathan Robert Greene

Nathan Greene
RR
CRD#: 6127909
Location:
White Plains, NY 10601
Company:
M2O PRIVATE FUND ADVISORS LLC
Disclosures:
Experience:
9 years
View Profile
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