Fundamental Advisors Employee Directory

Financial ServicesNew York, United States11-50 Employees

Fundamental Advisors is a New York-based boutique asset management firm founded in 2007 that operates in the financial services sector. It specializes in municipal and public-purpose investing, positioning its work at the intersection of municipal finance, community assets, and special situations within the broader alternative asset space. The firm pursues opportunities tied to public assets and related municipal initiatives, applying a selective, asset-focused approach.

Based in New York, it maintains a relatively small team. In April 2026, Fundamental Advisors partnered with Atria Senior Living and Scribner Capital to acquire two assisted living and memory care communities on Long Island.

Find Fundamental Advisors employees' phone numbers or email addresses

Fundamental Advisors Global Highlights

Location
Employees

North America
58

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  • United States Of America
    58

Asia
1

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  • India
    1

Fundamental Advisors's Leadership

  • Stylized image of a person
    L. G.
    Chief Executive Officer
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  • Stylized image of a person
    S. M.
    Cto & Ciso
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  • Stylized image of a person
    R. W.
    Chief Financial Officer
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  • Stylized image of a person
    J. M. V.
    Chief Operating Officer
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  • Stylized image of a person
    M. S.
    Chief Legal Officer
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  • Stylized image of a person
    J. L.
    Chief Compliance Officer And Chair Of Culture & People Committee
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  • Stylized image of a person
    D. B.
    Vp Of Firm Operations
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  • Stylized image of a person
    M. V.
    Vp Of Finance
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Fundamental Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Finance
  • Legal
  • Other
  • Accounting

Contact profiles from Fundamental Advisors

Name
Title
Contact Info
Location
Last Update
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    R. W.
    Chief Financial Officer
    Phone icon
    United StatesNew York
    Jun 02, 2026
  • Stylized image of a person
    J. M. V.
    Chief Operating Officer
    Phone icon
    United StatesNew York
    Jun 02, 2026
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    A. S.
    Founder Partner
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    IndiaNCT
    May 29, 2026
  • Stylized image of a person
    M. S.
    Chief Legal Officer
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    United StatesNew York
    Feb 02, 2026
  • Stylized image of a person
    S. M.
    Cto & Ciso
    Phone icon
    United StatesNew York
    Mar 31, 2026
  • Stylized image of a person
    L. G.
    Chief Executive Officer
    Phone icon
    United StatesNew Jersey
    May 05, 2026
  • Stylized image of a person
    H. N.
    Co-Ceo Cio
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    Oct 21, 2024
  • Stylized image of a person
    I. H.
    Chairman
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    Oct 24, 2024
  • Stylized image of a person
    T. V.
    Owner Project Manager
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    United States
    Oct 22, 2024
  • Stylized image of a person
    B. H.
    Head Of Strategy At Fundamental Renewables (post Mma Acquisition)
    Phone icon
    United StatesUtah
    Feb 02, 2026

Frequently Asked Questions

What is Fundamental Advisors known for?

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Fundamental Advisors was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 745 5th Avenue New York, New York 10151 United States. Explore Fundamental Advisors's company overview page for more information.

What is Fundamental Advisors's most common email format?

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Fundamental Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Fundamental Advisors email formats with LeadIQ.

How many employees does Fundamental Advisors have currently?

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Fundamental Advisors has approximately 45 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Fundamental Advisors's key employees and leadership?

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As of May 2026, Fundamental Advisors's key employees include:

  • Chief Executive Officer: L. G.
  • Cto & Ciso: S. M.
  • Chief Financial Officer: R. W.
  • Chief Operating Officer: J. M. V.
  • Chief Legal Officer: M. S.

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