Chestnut Partners, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
38387
Registered since
December 13, 1995

Firm profile

FINTRX

Overview

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

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 16
  • Brandon Sepe

    Brandon Sepe

    Senior AnalystCRD 7828236

  • Jack Moore

    Jack Moore

    AnalystCRD 8130211

  • Hope Shue

    Hope Shue

    AnalystCRD 8130180

Unlock 13 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
1 Financial Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth