Capstone Partners

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
212
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
132185
Registered since
January 13, 2005

Firm profile

FINTRX

Overview

Capstone Partners is organized as a limited liability company and is classified as an investment bank. Public profile flags indicate mixed ownership by a domestic entity and an individual. The firm is not identified as a capital allocator and does not present itself as an active ESG investor. Additional regulatory/operational designations in public filings mark the firm as neither a multi-state adviser nor a newly formed adviser; it is likewise not listed as a pension consultant or a related adviser.

Assets & Accounts

Location & Offices

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
10 Post Office Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth