Bellmark Partners, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 155357
- Registered since
- May 6, 2011
- Website
- www.bellmarkpartners.com
Firm profile
FINTRXOverview
Bellmark Partners, LLC is organized as a limited liability company and is registered with the SEC (registration year listed as 2011). FINTRX classifies the firm as an investment bank and indicates individual ownership. The dataset does not include a description of the firm's advisory or business activities, client segments, or investment process. Available compliance-related flags in the record: the firm is not identified as a capital allocator, is not listed as an active ESG investor, is not marked as a multi-state adviser, is not a newly formed adviser, and is not identified as a pension consultant or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Donna Conry
Chief Financial OfficerCRD 5768367
Contacts
3 of 15
Andrew Vollmer
Managing DirectorCRD 2196519
Kristine Sullivan
Managing DirectorCRD 2805922
David Evatz
Managing DirectorCRD 2936853
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 75 Central St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Boston Partners Securities, L.L.C.
Broker-DealerBoston, MA
Brattle Advisors LLC
Broker-DealerBoston, MA
Loomis Sayles Distributors, L.P.
Broker-DealerBoston, MA
Outcome Capital, LLC
Broker-DealerBoston, MA
State Street Global Markets, LLC
Broker-DealerBoston, MA
Exemplar Capital, LLC
Broker-DealerBoston, MA