Bain Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
82
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 shows an SEC registration date of 2016. Publicly available FINTRX fields for the firm are sparse: owner type is listed as Domestic Entity | Individual and the firm is categorized as Unclassified. Several disclosure fields that normally describe client segments, fee schedules, and core advisory activities are blank in the snapshot. The firm’s snapshot flags several negative attributes rather than affirmative ones: it does not identify as a capital allocator, does not self-report as an active ESG investor, and is not listed as a pension consultant or related adviser. It is also marked as not being a multi-state adviser and not newly formed. Because the record lacks descriptions of product mix, investment strategy, or target clientele, external parties should expect to need direct engagement to understand the firm’s business model and service offerings.

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 82
  • Stephanie Jordan

    Stephanie Jordan

    Vice PresidentCRD 6771662

  • Sayer Harrison

    Investor Relations AssociateCRD 7660071

  • Lauren Weishaar

    Lauren Weishaar

    Vice PresidentCRD 5534372

Unlock 79 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
200 Clarendon St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth