BOSTON MILLENNIA PARTNERS
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 162789
- Registered since
- March 30, 2012
Firm profile
FINTRXOverview
Boston Millennia Partners is a corporate investment adviser formed in 2012 that functions primarily as an adviser, sponsor and general partner to pooled investment vehicles. The firm’s regulatory profile and activity indicate its business is centered on managing private funds rather than providing traditional retail advisory accounts. It is not identified as an active ESG investor, a multi-state adviser, a pension consultant or a capital allocator in the supplied data. The firm’s affiliation listings — Other Investment Adviser and Sponsor, GP, Managing Member Of Pooled Investment Vehicles — signal a focus on fund formation, portfolio selection and ongoing management of private investment vehicles. Given the concentration in venture capital vehicles and the modest fund sizes reported, Boston Millennia Partners appears to operate as a small, specialized sponsor focused on identifying and managing private-company equity investments for a limited group of investors.
Assets & Accounts
Investments & Alternatives
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 1BRUCE TIEDEMANN
Chief Financial OfficerCRD 6048499
Contacts
2 of 2A. CALLOW
PresidentCRD 6048490
MARTIN HERNON
General PartnerCRD 6048496
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
- 50 Milk St
- Time zone
- ET (UTC-5)
- Office locations
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