Aeris Partners LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
153862
Registered since
November 23, 2010

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 14
  • Connor Boehm

    Connor Boehm

    DirectorCRD 6683021

  • Brian Soloway

    Brian Soloway

    Managing DirectorCRD 4760069

  • Garin Arevian

    Garin Arevian

    Managing DirectorCRD 2800940

Unlock 11 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth