Colchester Partners LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
—
Advisory reps
13
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 data set as an investment bank rather than a traditional asset-management-only registered investment adviser. Ownership is listed as a domestic entity and individual combination. The available records include limited disclosure about client types, fee schedules, or specific advisory activities. The firm is not identified as a capital allocator, does not report active ESG investing, and is not flagged as a multi-state adviser, pension consultant, or related adviser in the provided profile.

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 13
  • Franklin Kettle

    Franklin Kettle

    Senior Managing DirectorCRD 1975587

  • Kevin O'brien

    Kevin O'brien

    Managing DirectorCRD 4347176

  • Eric Andrew

    Eric Andrew

    DirectorCRD 4566733

Unlock 10 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth