Colchester Partners LLC

Broker-DealerFINRA Member
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 is classified in available records as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm’s public snapshot indicates it does not serve as a capital allocator and is not identified as an active ESG investor. Other classifier fields show it is not positioned as a pension consultant, related adviser, or a multi-state adviser; beyond these attributes the firm has provided little detail about its advisory or business activities.

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

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Client base

Client personas

Owners & executives

FINTRX

Contacts

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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

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