Colchester Partners LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
122062
Registered since
January 8, 2003

Firm profile

FINTRX

Overview

Colchester Partners LLC is organized as a limited liability company and has been SEC-registered since 2003. The firm's public classification is "Investment Bank" rather than a traditional registered investment adviser or wealth manager. Ownership is listed as a combination of a domestic entity and an individual. Available attributes indicate the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not recorded as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The record does not include details on client segments, fee structure, advisory services, or day-to-day business activities.

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

Contacts

3 of 12
  • Brian Lauzon

    Brian Lauzon

    Managing DirectorCRD 2185294

  • Jonathan Brink

    Jonathan Brink

    AssociateCRD 6830215

  • Eric Andrew

    Eric Andrew

    DirectorCRD 4566733

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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
53 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth