What departments does Fundamental Advisors have?

Fundamental Advisors has employees across 8 departments including Finance, Operations, Legal, Engineering, Program & Project Management.

What is the largest department at Fundamental Advisors?

The largest department at Fundamental Advisors is Finance with 5 employees.

Where are Fundamental Advisors employees located globally?

Fundamental Advisors has employees across 2 continents and 2 countries including India, United States Of America.

How has Fundamental Advisors's team size changed over time?

Fundamental Advisors's team has decreased from approximately 42 to 35 employees based on available data.

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.

Fundamental Advisors Global Highlights

North America
58

United States Of America
58

Asia
1

India
1

Fundamental Advisors's Leadership

L. G.
Chief Executive Officer
Mobile Phone
Email
S. M.
Cto & Ciso
Mobile Phone
Email
R. W.
Chief Financial Officer
Mobile Phone
Email
J. M. V.
Chief Operating Officer
Mobile Phone
Email
M. S.
Chief Legal Officer
Mobile Phone
Email
J. L.
Chief Compliance Officer And Chair Of Culture & People Committee
Mobile Phone
Email
D. B.
Vp Of Firm Operations
Mobile Phone
Email
M. V.
Vp Of Finance
Mobile Phone
Email

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

A. B.
Senior Associate, Asset Management
Mobile Phone
Email
United StatesNew York
Oct 21, 2025
A. K.
Investor Relations Senior Associate
Mobile Phone
Email
United StatesNew York
Mar 17, 2026
G. B.
Senior Associate
Mobile Phone
Email
United StatesNew York
Oct 19, 2025
P. C.
Investment Associate
Mobile Phone
Email
United StatesNew Jersey
Apr 15, 2026
D. D.
Investor
Mobile Phone
Email
Sep 11, 2025
D. O.
Associate
Mobile Phone
Email
United StatesNew York
Aug 08, 2025
J. K.
Investment Team
Mobile Phone
Email
United StatesNew York
Jun 23, 2025
S. H.
Financial Analyst
Mobile Phone
Email
United StatesNew York
May 28, 2026
B. G.
Executive Assistant
Mobile Phone
Email
United StatesNew York
Jan 06, 2026
A. B.
Asset Management
Mobile Phone
Email
United StatesNew York
Aug 02, 2025

Frequently Asked Questions

What is Fundamental Advisors known for?

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?

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?

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?

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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Fundamental Advisors Employee Directory

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