Aeris Partners LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 153862
- Registered since
- November 23, 2010
- Website
- www.aerispartners.com
Firm profile
FINTRXOverview
Aeris Partners LLC is organized as a limited liability company and is registered with the SEC (registration date shown as 2010). FINTRX classifies the firm as an investment bank and lists its ownership as a combination of a domestic entity and an individual. The snapshot provided contains minimal disclosure about the firm’s client base, fee structure or specific advisory activities. The record indicates Aeris Partners is not acting as a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. FINTRX notes no additional activity or affiliation details, which suggests the firm’s public filings or the FINTRX profile do not present evidence of a traditional discretionary wealth-management operation.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 14
Connor Boehm
DirectorCRD 6683021

Brian Soloway
Managing DirectorCRD 4760069

Garin Arevian
Managing DirectorCRD 2800940
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 500 Boylston St
- Time zone
- ET (UTC-5)
- Office locations
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