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 is classified in the available records as an investment bank. Ownership is recorded as a combination of a domestic entity and an individual. In the provided dataset the firm is not identified as a capital allocator, does not self-report as an active ESG investor, and is not listed as a multi-state or newly formed adviser; it is also not flagged as a pension consultant or as a related adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 12
  • BRIAN LAUZON

    Managing DirectorCRD 2185294

  • Jonathan Brink

    AssociateCRD 6830215

  • ERIC ANDREW

    DirectorCRD 4566733

Unlock 9 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
53 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth