PEFIN ADVISORS, LLC
Legal name: PEFIN ADVISORS LLC
CRD #226618 SEC #801-111068 NEW YORK, NY 917-463-3588
SEC Registered
Total AUM
$38.7K
Discretionary
$38.7K
Employees
2
Clients
--
Accounts
46
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 29, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FLAX-KOSECKI, CATHERINE, ANNE | I | CCO | NA | Control |
| FLAX-KOSECKI, CATHERINE, ANNE | I | CCO | NA | Control |
| FLAX-KOSECKI, CATHERINE, ANNE | I | CCO | NA | Control |
| FLAX-KOSECKI, CATHERINE, ANNE | I | CCO | NA | Control |
| FLAX-KOSECKI, CATHERINE, ANNE | I | CCO | NA | Control |
| JOSEPH, RAMYA | I | CCO | NA | Control |
| JOSEPH, RAMYA | I | CCO | NA | Control |
| Ramjohn, Sparkle | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Ramjohn, Sparkle | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Ramjohn, Sparkle | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEFIN, INC | DE | SOLE MEMBER | E | Control |
| PEFIN, INC | DE | SOLE MEMBER | E | Control |
| PEFIN, INC | DE | SOLE MEMBER | E | Control |
| PEFIN, INC | DE | SOLE MEMBER | E | Control |
| PEFIN, INC | DE | SOLE MEMBER | E | Control |
| PEFIN, INC | DE | SOLE MEMBER | E | Control |
| PEFIN, INC | DE | SOLE MEMBER | E | Control |
| PEFIN, INC | DE | SOLE MEMBER | E | Control |
| PEFIN, INC | DE | SOLE MEMBER | E | Control |
| PEFIN, INC | DE | SOLE MEMBER | E | Control |
| PEFIN, INC | DE | SOLE MEMBER | E | Control |
| PEFIN, INC | DE | SOLE MEMBER | E | Control |
| PICCADILLY HOLDINGS, LLC | DE | MEMBER | D | Control |
| JOSEPH, VIJU | I | CHIEF COMPLIANCE OFFICER | C | |
| JOSEPH, VIJU | I | CHIEF COMPLIANCE OFFICER | C | |
| JOSEPH, RAMYA | I | MEMBER | B | |
| JOSEPH, VIJU | I | CHIEF COMPLIANCE OFFICER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JOSEPH, RAMYA | I | PEFIN INC | D | Control |
| JOSEPH, RAMYA | I | PEFIN INC | D | Control |
| JOSEPH, RAMYA | I | PEFIN INC | D | Control |
| JOSEPH, RAMYA | I | PEFIN INC | D | Control |
| JOSEPH, RAMYA | I | PEFIN INC | D | Control |
| JOSEPH, RAMYA | I | PEFIN INC | D | Control |
| JOSEPH, RAMYA | I | PEFIN INC | D | Control |
| JOSEPH, RAMYA | I | PEFIN INC | D | Control |
| JOSEPH, RAMYA | I | PEFIN INC | D | Control |
| JOSEPH, RAMYA | I | PEFIN INC | D | Control |
| JOSEPH, VIJU | I | PEFIN, INC | D | Control |
| JOSEPH, VIJU | I | PEFIN, INC | D | Control |
| JOSEPH, VIJU | I | PICCADILLY HOLDINGS LLC | D | Control |
| JOSEPH, VIJU | I | PEFIN, INC | D | Control |
| JOSEPH, VIJU | I | PEFIN, INC | D | Control |
| PEFIN HOLDINGS LLC | DE | PEFIN INC | D | Control |
| PEFIN HOLDINGS LLC | DE | PEFIN INC | D | Control |
| PEFIN HOLDINGS LLC | DE | PEFIN INC | D | Control |
| PICCADILLY HOLDINGS LLC | DE | PEFIN INC | D | Control |
| PICCADILLY HOLDINGS LLC | DE | PEFIN INC | D | Control |
| PICCADILLY HOLDINGS LLC | DE | PEFIN INC | D | Control |
| PICCADILLY HOLDINGS LLC | DE | PEFIN INC | D | Control |
| PICCADILLY HOLDINGS LLC | DE | PEFIN INC | D | Control |
| PICCADILLY HOLDINGS LLC | DE | PEFIN INC | D | Control |
| PICCADILLY HOLDINGS LLC | DE | PEFIN INC | D | Control |
| PICCADILLY HOLDINGS LLC | DE | PEFIN INC | D | Control |
| PICCADILLY HOLDINGS LLC | DE | PEFIN INC | D | Control |
| JOSEPH, RAMYA | I | PEFIN INC | C | Control |
| JOSEPH, RAMYA | I | PEFIN INC | C | Control |
| JOSEPH, RAMYA | I | PICCADILLY HOLDINGS, LLC | C | Control |
| PICCADILLY HOLDINGS LLC | DE | PICCADILLY HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
May 29, 2019 REGISTERED
Notice Filings (50)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV
Address
360 MADISON AVENUE12TH FLOOR
NEW YORK, NY 10017
United States
Phone: 917-463-3588