Back Bay Life Science Advisory, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
158846
Registered since
August 8, 2012

Firm profile

FINTRX

Overview

Back Bay Life Science Advisory, LLC is organized as a limited liability company and is registered with the SEC (registration year 2012). The firm is classified as a placement agent rather than a traditional asset manager or capital allocator, which implies its primary activity is raising capital or placing investment vehicles rather than managing proprietary pools of client capital. Its name indicates a focus on the life sciences sector, though the firm has not provided detailed disclosures about specific service lines, target investors, fee arrangements, or the types of mandates it handles. The firm identifies its owner type as a combination of a domestic entity and an individual. It does not describe itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Available information does not list any advisory activities, client segments, or fee models.

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

Owners & executives

1 of 1
  • Jonathan Gertler

    Jonathan Gertler

    Co-Founder, CEO, Managing PartnerCRD 4439498

Contacts

3 of 3
  • Vasilios Kofitsas

    Vasilios Kofitsas

    Partner, Managing DirectorCRD 3016342

  • Peter Flynn

    FinOpCRD 2655124

  • Gregory Benning

    Gregory Benning

    Partner, Managing DirectorCRD 2503617

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
545 Boylston St
Time zone
ET (UTC-5)
Office locations

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