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 a limited liability company that has been SEC-registered since 2003 and is classified in database records as an investment bank. Ownership is listed as a mix of a domestic entity and individuals. The firm is not designated as a capital allocator and is flagged as not being an active ESG investor. Other registry flags indicate it is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm has not supplied detail about its advisory or business activities in the provided data. That, combined with its investment-bank classification and the absence of client assets in filings, suggests its public regulatory profile may reflect non-advisory business lines or limited retail/advisory operations.

Assets & Accounts

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

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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