Chestnut Partners, Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 38387
- Registered since
- December 13, 1995
- Website
- www.chestnutp.com
Firm profile
FINTRXOverview
Chestnut Partners, Inc. is organized as a corporation and has been SEC-registered since 1995. Public filings classify the firm as an investment bank and list individual ownership. The record flags Chestnut Partners as not acting as a capital allocator, not a multi-state adviser, and not an active ESG investor. Several typical firm descriptors—client base, fee schedule, and detailed advisory or business activities—are not specified in the provided data. The firm’s regulatory profile and classification as an investment bank suggest its primary activities may center on transactional or advisory services (for example, capital markets, M&A, or corporate finance) rather than traditional asset management for retail or high-net-worth clients. That inference should be validated directly with the firm when clarifying services and revenue model.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 16Brandon Sepe
Senior AnalystCRD 7828236

Jack Moore
AnalystCRD 8130211

Hope Shue
AnalystCRD 8130180
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
- 1 Financial Ctr
- Time zone
- ET (UTC-5)
- Office locations
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