Alantra, LLC

Broker-DealerFINRA MemberEst. 1989
Total AUM
Advisory reps
37
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
22095
Registered since
January 13, 1989

Firm profile

FINTRX

Overview

Alantra, LLC is organized as a limited liability company and is classified in the source data as an investment bank rather than a traditional wealth manager or capital allocator. The firm has been SEC-registered since 1989. Ownership is described as a combination of a domestic entity and individuals. The profile data indicates Alantra, LLC does not identify itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser. Publicly available disclosure in the provided record is sparse on the firm’s advisory services, fee schedules, client segments, and day-to-day business activities.

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 37
  • Joshua Garver

    Joshua Garver

    Managing DirectorCRD 5650891

  • Jack Oppenheim

    Jack Oppenheim

    Investment Banking AnalystCRD 7762629

  • John Herlihy

    John Herlihy

    Investment Banking AnalystCRD 8129824

Unlock 34 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
160 Federal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth