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 has been SEC-registered since 2011. The firm is classified in the snapshot data as an investment bank and is owned by an individual. The profile indicates the firm does not position itself as a capital allocator and is not identified as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. Public disclosures in the source are sparse: the firm did not provide detail about its specific business or advisory activities, and there is no description of client segments or fee arrangements in the available snapshot.
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 13
Jason Anderson
DirectorCRD 5107797

Michael Kent
Managing DirectorCRD 4679719

John Vollmer
AssociateCRD 8104523
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
Fusefi Capital, LLC
Broker-DealerBoston, MA
Bluefin Research Partners, Inc.
Broker-DealerBoston, MA
Waterway Capital LLC
Broker-DealerBoston, MA
Dunn Rush & Co LLC
Broker-DealerBoston, MA
Lynch & Associates
Broker-DealerBoston, MA
State Street Global Advisors Funds Distributors, LLC
Broker-DealerBoston, MA