Colchester Partners LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 122062
- Registered since
- January 8, 2003
- Website
- www.colchesterpartners.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 12Brian Lauzon
Managing DirectorCRD 2185294

Jonathan Brink
AssociateCRD 6830215

Eric Andrew
DirectorCRD 4566733
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
- 53 State St
- Time zone
- ET (UTC-5)
- Office locations
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