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 structured as a corporation and has been SEC-registered since 1995. FINTRX classifies the firm as an investment bank and lists ownership as individual. The profile does not identify the firm as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. FINTRX does not supply further detail on the firm’s advisory activities, client types, fee models, or business lines.
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
Contacts
3 of 17
Jack Moore
AnalystCRD 8130211
Hope Shue
AnalystCRD 8130180
Catherine Nemeskal
AnalystCRD 8130149
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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