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 limited liability company and is recorded as an SEC-registered entity since 2004. The firm is classified in the data set as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is noted as involving both a domestic entity and an individual. The record provides limited detail about the firm’s business model: advisory activities, fee schedule, and client base are not disclosed. The profile flags the firm as not being an active ESG investor, not a multi-state adviser, not a pension consultant, and not listed as a related adviser in the available data. There are no published entries about its external activities or affiliations in the source material.
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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