JONES STREET INVESTMENT PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
312542
Registered since
April 1, 2021

Firm profile

FINTRX

Overview

Jones Street Investment Partners, LLC is a limited liability company that registered with the SEC in 2021 and operates primarily as a sponsor and general partner for pooled investment vehicles. The firm’s public filings and activity indicate its business focus is fund formation and fund management rather than retail advisory relationships: it serves as sponsor, GP and managing member for private funds, with an emphasis on real estate private funds. Jones Street is not identified as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser in the reporting data. Operationally the firm appears oriented toward institutional-style fund management tasks—capital raising through pooled vehicles, governance as general partner, and ongoing oversight of fund assets—rather than running a broad financial planning or wealth management platform for individual advisory clients.

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

Owners & executives

2 of 2
  • Matthew Ranalli

    Co Founder and Chief Investment OfficerCRD 7356313

  • Matthew Frazier

    Founder & Chief Exceutive OfficerCRD 7356311

Wealth teams

FINTRX

Newly hired reps

FINTRX

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
100 Federal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth