FOURBRIDGE PARTNERS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
307651

Firm profile

FINTRX

Overview

Fourbridge Partners, LLC is organized as a limited liability company that operates primarily as a sponsor and general partner/ managing member of pooled investment vehicles. The firm does not appear to run a traditional advisory practice for retail clients; instead its activity centers on managing pooled funds that are classified in the reporting as "Other." It is not listed as an active ESG investor and is not registered as a multi-state adviser in the available record. The firm's footprint looks fund-centric rather than client-account centric: its role is capital deployment and governance through pooled vehicles rather than day-to-day discretionary advisory relationships for individual households. That sponsor/GP role implies hands-on involvement in fund formation, deal selection and portfolio oversight for the vehicles it manages.

Assets & Accounts

Investments & Alternatives

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 3
  • CHRISTOPHER GILMAN

    Operations PartnerCRD 6507008

  • Jonathan Terbell

    Co-FounderCRD 7256841

  • THEODORE CLARK

    t Co-Founder & Managing PartnerCRD 4363460

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
171 Newbury St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth