Bain Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
—
Advisory reps
85
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
175456
Registered since
August 5, 2016

Firm profile

FINTRX

Overview

Bain Capital Markets, LLC is organized as a limited liability company and was first registered with the SEC in 2016. Public filings identify ownership as involving a domestic entity and individuals. The firm is not characterized as a capital allocator, does not position itself as an ESG investor, and is not registered as a multi-state adviser. It is also not listed as a pension consultant or a related adviser to another registered manager.

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 85
  • Andrew LoRusso

    Andrew LoRusso

    Vice PresidentCRD 5796123

  • Robert Fortino

    Robert Fortino

    Managing PartnerCRD 1905741

  • Patrick Sullivan

    Patrick Sullivan

    PartnerCRD 1661935

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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
200 Clarendon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth