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 classified in the data as an investment bank under individual ownership. The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, pension consultant, or related adviser. FINTRX does not provide descriptions of the firm's advisory activities, business lines, fee schedule, or typical client base, so the public-facing profile of their services and target clients is limited.
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 16
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
Freitag Capital LLC
Broker-DealerBoston, MA
Moors & Cabot, Inc
Broker-DealerBoston, MA
Boston Partners Securities, L.L.C.
Broker-DealerBoston, MA
Exemplar Capital, LLC
Broker-DealerBoston, MA
BHA Select Network, LLC
Broker-DealerBoston, MA
State Street Global Advisors Funds Distributors, LLC
Broker-DealerBoston, MA