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 an SEC-registered limited liability company first registered in 2011. FINTRX classifies the firm as an investment bank and lists ownership as individual. The database indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is not recorded as a multi-state adviser, pension consultant, or as a related adviser to another registered entity.
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
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