American Elm Distribution Partners, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Portsmouth, New Hampshire
CRD number
153322
Registered since
November 24, 2010

Firm profile

FINTRX

Overview

American Elm Distribution Partners, LLC is organized as a limited liability company and has been registered with the SEC since 2010. Publicly disclosed profile items are sparse: the firm is listed as owned by a domestic entity and an individual and is labeled "unclassified" in the snapshot data. The firm does not identify itself as a capital allocator and is not marked as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or a related adviser to another registered entity. The available records provide little detail about client segments, fee schedules, advisory services, or day-to-day business activities. That absence of disclosure suggests the firm maintains a limited public footprint or operates in capacities that are not reflected in the standard RIA data fields.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael Ponticello

    Michael Ponticello

    Chief Executive OfficerCRD 4851169

  • Jessica Murray

    Jessica Murray

    Partner & Chief Compliance OfficerCRD 4675076

Contacts

3 of 7
  • Dennis Beirne

    Dennis Beirne

    FounderCRD 2306864

  • Jared Townsend

    Jared Townsend

    CRD 6897815

  • Kimberly Ryan

    Kimberly Ryan

    CCOCRD 4316310

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Portsmouth, NH

Rockingham

Location

Portsmouth, NH

Headquartered in Portsmouth, NH, 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
Rockingham
Address
104 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth