Bourne Partners Securities, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 131107
- Registered since
- August 16, 2004
- Website
- bourne-partners.com
Firm profile
FINTRXOverview
Bourne Partners Securities, LLC is organized as a domestic limited liability company and is classified as an investment bank. The firm is not identified as a capital allocator and there are no indications in the provided dataset that it pursues active ESG integration or operates as a multi-state advisory firm. Items such as advisory activities, fee structure, client base, and business activities are not described in the available data. The snapshot also shows the firm does not list roles such as pension consultant or related-adviser relationships. The limited public detail suggests Bourne Partners Securities functions primarily within broker-dealer or investment banking activities rather than as a traditional registered asset manager serving retail or institutional advisory accounts.
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
Christopher Inklebarger
Chief Operating Officer and General CounselCRD 6235769
Contacts
3 of 25
George Calvo
Managing DirectorCRD 1379026

Donald Hooker
Head of ResearchCRD 2281153

Fulton Smith
Managing Director of Business DevelopmentCRD 2913504
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 550 S Caldwell St
- Time zone
- ET (UTC-5)
- Office locations
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