What FDX Capital does

FDX Capital is a privately held US broker/dealer operating through FDX Capital LLC, a FINRA- and SIPC-registered firm headquartered at 515 Madison Avenue, 24th Floor, New York, with Kevin Greene as Chairman. The firm identifies unique investment opportunities and connects portfolio managers and companies with capital needed for growth, distributing its services through an integrated network of affiliates: James Alpha Management (family office serving high net worth individuals), Bright Harbor Advisors (private equity advisory with offices in New York, Denver, and Los Angeles), and Confidas Capital Advisors (alternative investments, founded 2004, with offices in New York and São Paulo). A London-based joint-venture partner extends distribution into Europe, Asia, and the Middle East.

The firm generates revenue through transaction fees and commissions on securities transactions executed through the FDX Capital LLC broker/dealer entity. Its customer base is composed of family offices, high net worth individuals, private equity funds, hedge funds, real estate investors, and international investors seeking alternative investments, co-investment opportunities, and private-markets exposure. Confidas has originated over US$2.0 billion for direct co-investment transactions and funds since inception, and its principals cite participation in over US$80 billion of corporate finance and M&A transactions across five continents.

The business model is relationship-driven rather than technology-driven: no proprietary platform is disclosed, digital marketing is limited to a LinkedIn page for James Alpha Management, and no pricing schedules are publicly available. Headcount is in the 11–50 range, consistent with a boutique advisory and placement firm rather than a scaled brokerage.

Name

FDX Capital

Legal name

FDX Capital LLC

Website

https://fdxcapital.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

FDX Capital is a privately held FINRA/SIPC broker/dealer that connects family offices, HNW individuals, and institutional investors with alternative-investment, co-investment, and private-markets opportunities through an affiliated network including James Alpha Management, Bright Harbor Advisors, and Confidas Capital Advisors.

Ownership category

akta.pro rank

Product category

Broker-Dealer and Investment Advisory Services

NAICS

Other Financial Investment Activities (5239)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)

Keywords

• Broker dealer services
• Alternative investments
• Private equity advisory
• Family office services
• Securities transactions

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Broker/Dealer Securities Transactions: FDX Capital LLC, as a FINRA and SIPC member broker/dealer, generates revenue through securities transactions. All securities transactions are conducted through this entity, earning transaction fees and commissions on securities trades executed for clients including family offices, private equity funds, hedge funds, and international investors.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels1 record

Core offering

FDX Capital operates through FDX Capital LLC, a FINRA and SIPC registered broker/dealer that identifies unique investment opportunities and connects portfolio managers and companies with the capital needed to grow their businesses. The firm operates through affiliated entities including James Alpha Management (family office for high net worth individuals), Bright Harbor Advisors (private equity funds advisory), and Confidas Capital Advisors (alternative investments and co-investment opportunities for international investors).

Product overview

FDX Capital is a single unified broker/dealer platform (FDX Capital LLC) that operates through a network of affiliated investment management brands. The core service is securities transactions and investment opportunity sourcing, supported by three main affiliates: James Alpha Management (family office for high net worth individuals), Bright Harbor Advisors (private equity advisory), and Confidas Capital Advisors (alternative investments and co-investment for international investors).

Differentiator

Problem solved

Functional benefit

Products and services

• FDX Capital LLC Broker/Dealer Services FINRA and SIPC registered broker/dealer firm that conducts securities transactions for institutional and high net worth clients, identifying unique investment opportunities and connecting portfolio managers and companies with growth capital.
• James Alpha Management Family Office Family office providing investment management services and access to alternative investments for wealthy families and high net worth individuals.
• Bright Harbor Advisors Private Markets Advisory Management-owned private equity service provider with offices in New York, Denver, and Los Angeles, providing research-driven private markets advisory services to limited partners and general partners worldwide, with global distribution capabilities via a London-based joint-venture partner.
• Confidas Capital Advisors Alternative Investments Alternative investments firm specializing in the exchange of co-investment opportunities between family offices and professional investors across multiple countries, with offices in New York and São Paulo.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• James Alpha ManagementcoreStrategic or Co-development PartnerJames Alpha Management is a family office serving high net worth individuals. It operates as the family office component within the FDX Capital affiliated network, providing investment management services and access to alternative investments for wealthy families.
• Confidas Capital Advisors LLCcoreStrategic or Co-development PartnerConfidas Capital Advisors LLC specializes in alternative investments and co-investment opportunities between family offices and professional investors. Created in 2004, CCA has offices in New York and São Paulo. The firm has originated over US$2.0 billion for direct co-investment transactions and funds since inception, with principals having participated in over US$80 billion of corporate finance and M&A transactions.
• Bright Harbor AdvisorscoreStrategic or Co-development PartnerBright Harbor Advisors is a management-owned private equity service provider with offices in New York, Denver, and Los Angeles. The firm provides research-driven private markets advisory services to limited partners and general partners worldwide. Through a joint-venture partnership with an established European private placement firm based in London, Bright Harbor extends its distribution capabilities across Europe, Asia, and the Middle East.
• Fifth Generation Sports LLCminorOthersFifth Generation Sports LLC is referenced as a contact under the FDX Capital affiliate information, with Chris Russo serving as CEO. Contact: 917-547-8258.
• European Private Placement Firm (London)coreChannel Partner/ Reseller/ DistributorIndependent European private placement firm based in London operating as a joint-venture partner with Bright Harbor Advisors. Extends distribution capabilities for private equity fund placement into European, Asian, and Middle Eastern markets.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Headwaters MB: Headwaters MB is a middle-market investment bank with capital raising and M&A advisory services for alternative investment managers, closely comparable to Bright Harbor Advisors' private markets advisory practice.
• Eaton Partners: Eaton Partners is a dedicated private capital advisory and fund placement firm serving GPs and LPs worldwide. Highly comparable to Bright Harbor Advisors' placement/advisory business, with similar institutional focus but broader international coverage.
• GreensLedge Capital Markets: GreensLedge is a boutique investment bank focused on private placements and capital markets advisory for alternative asset managers. Directly comparable in size and focus to FDX Capital's placement and advisory affiliates.
• PJT Partners (Park Hill): PJT Partners' Park Hill division is one of the largest private equity and credit fund placement agents globally. Directly comparable as a placement agent serving LPs and GPs with an institutional investor focus, but at significantly larger scale than FDX Capital.

Broad incumbents

• Evercore: Evercore's Private Capital Advisory and Private Funds Group compete with FDX/Bright Harbor for GP fundraising and LP advisory mandates, though at substantially larger scale and with a broader institutional footprint.
• Stifel Financial: Stifel is a diversified broker/dealer and investment bank with institutional brokerage and capital markets offerings similar to FDX Capital LLC, but operating as a large public company with substantially broader product coverage.
• Cowen: Cowen (now part of TD Cowen) operates an institutional broker/dealer and investment banking franchise that competes for placement and capital introduction mandates similar to those pursued by FDX Capital.
• Oppenheimer & Co. Oppenheimer provides wealth management, investment banking, and institutional equities services comparable to FDX Capital's broker/dealer and HNW family office activities, though with a much larger asset base.
• Robert W. Baird: Baird's Global Investment Banking and Equity Capital Markets groups include private equity advisory and capital raising capabilities that overlap with FDX Capital's broker/dealer and placement activities, though at far greater scale.
• Houlihan Lokey: Houlihan Lokey's Financial Restructuring, M&A, and Capital Markets Advisory groups compete for placement and advisory mandates FDX targets. Larger and diversified but operates in the same capital introduction and PE advisory space.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/fdx-capital-llc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about FDX Capital