Key facts
as of Sep 2026- 3 institutional filers report fund marks on Cabot Lodge Securities across 11 filings.
- Status: Acquired/Merged (Operating Subsidiary).
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Recorded secondary trades
No secondary trades in Cabot Lodge Securities shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
3 filers · latest May 20263 SEC-registered funds reported 11 fair-value marks on Cabot Lodge Securities between Apr 2025 and May 2026. Filer-level marks and implied $/share are available to Pro members.
Funding rounds
No funding rounds for Cabot Lodge Securities are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
Leadership
- Craig GouldChief Executive Officer & President
- Roger LeibowitzChief Financial Officer & Senior Vice President
- Elana FeigenblattChief Operating Officer
- Rachel CoffeyExecutive Sales Assistant
About Cabot Lodge Securities
Provider of investment services based in New York, New York. The company specializes in managing investments including equities fixed income, mutual funds, ETFs, variable annuities and REITs through its open architecture product platform to customers.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Employees
- 39
- Website
- clsecurities.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)