Company Binah Capital Group, Inc.

Equities

BCG

US09032H1059

Investment Management & Fund Operators

Market Closed - Nasdaq 21:30:00 09/05/2024 BST 5-day change 1st Jan Change
5.5 USD +8.53% Intraday chart for Binah Capital Group, Inc. -12.70% -55.65%

Business Summary

Binah Capital Group, Inc. is an independent wealth management company. The Company operates, through its subsidiary, Wentworth Management Services LLC (Wentworth). Wentworth is engaged in acquiring and managing businesses in the wealth management industry. The Company specializes in consolidating independent broker-dealers to capture economies of scale needed to service financial advisors in technology-enabled regulatory environment. Wentworth focuses on building long-term, productive relationships with its advisor base. Wentworth owns and operates 10 entities, four of which are broker-dealers, three of which are registered investment advisors, and three of which are insurance entities located in 535 offices in all 50 states. The Company also includes a dealer manager business, investment banking division and a wholesale distribution division. In addition, the Company owns three registered investment advisors and two general agencies.

Number of employees: 130

Members of the board

Members of the board TitleAgeSince

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 270,000 0 0 19.62 %
Stock B 1 16,447,342 3,279,567 ( 19.94 %) 0

Shareholders

NameEquities%Valuation
Mhc Securities, LLC
54.74 %
9,011,653 54.74 % 120 M $
Polar Asset Management Partners, Inc.
0.5892 %
97,000 0.5892 % 1 M $
Mizuho Securities USA LLC
0.5885 %
96,880 0.5885 % 1 M $
SkyView Investment Advisors LLC
0.4556 %
75,000 0.4556 % 999 750 $
Periscope Capital, Inc.
0.1519 %
25,000 0.1519 % 333 250 $
Owl Creek Asset Management LP
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
EdgeHill Partners
-
105,394 - 8 748 $
Accelerate Financial Technologies, Inc.
-
11,720 - 973 $
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