Aeris Partners LLC

Broker-DealerFINRA Member
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 classified in the dataset as an investment bank. Ownership is listed as a combination of a domestic entity and individual stakeholders. The firm is flagged as not serving as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The record for Aeris Partners LLC contains limited operational detail: fields for client base, fee structure, business activities, and advisory activities are not populated, which constrains a fuller read on the firm’s client-facing model or service lines.

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
  • Jon Nixon

    Jon Nixon

    FounderCRD 4710715

  • Garin Arevian

    Garin Arevian

    Managing DirectorCRD 2800940

  • David Joncas

    David Joncas

    Managing DirectorCRD 4447104

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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