Cambridge International Partners LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
40451
Registered since
February 5, 1997

Firm profile

FINTRX

Overview

Cambridge International Partners LLC is organized as a limited liability company and has been SEC-registered since 1997. Regulatory classification lists the firm as an investment bank and its ownership is identified as individual. Available regulatory attributes indicate the firm does not act as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Public filings and the snapshot data provide limited operational detail beyond the regulatory designations above; specific descriptions of advisory services, fee structures, client segments, or investment mandates are not included in the available record.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • James Whiteley

    James Whiteley

    Investment Banking AnalystCRD 8167124

  • Richard Haywood

    Richard Haywood

    Managing DirectorCRD 2172118

  • Carter Owen

    Carter Owen

    Investment Banking AnalystCRD 7956488

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
2187 Atlantic St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth