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 has been SEC-registered since 2010. FINTRX classifies the firm as an investment bank and lists its owner type as a combination of a domestic entity and an individual. The firm is not flagged as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant. Publicly available FINTRX fields for Aeris Partners are sparse: the database does not include entries for the firm's business activities, advisory activities, fee structure, or client segments, and the firm did not provide detail under activities and affiliations.

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
  • Jon Nixon

    Jon Nixon

    FounderCRD 4710715

  • Garin Arevian

    Garin Arevian

    Managing DirectorCRD 2800940

  • David Joncas

    David Joncas

    Managing DirectorCRD 4447104

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