Fusefi Capital, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
140203
Registered since
June 14, 2006

Firm profile

FINTRX

Overview

Fusefi Capital, LLC is organized as a limited liability company and has been registered with the SEC since 2006. The ownership is listed as a mix of a domestic entity and an individual. The firm is classified as unclassified in the available record and is not identified as a capital allocator. The profile indicates it is not an active ESG investor and is not registered as a multi-state adviser. It is also not flagged as a newly formed adviser, pension consultant, or related adviser. Public-facing details about the firm’s client segments, fee arrangements, specific business activities, or advisory specializations were not included in the source data.

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

Owners & executives

1 of 1
  • Stephen Sacher

    Stephen Sacher

    Independent ContractorCRD 4301997

Contacts

3 of 9
  • Patrick Mckeon

    PrincipalCRD 3037902

  • Daniel Pastore

    Daniel Pastore

    PartnerCRD 3276833

  • Mark Santana

    Mark Santana

    CRD 7070078

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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
186 Lincoln St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth