Shasta Partners, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
—
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
124358
Registered since
February 28, 2003

Firm profile

FINTRX

Overview

Shasta Partners, LLC is organized as a limited liability company and is registered with the SEC; its registration dates to 2003. The firm is owned by an individual and is categorized in the source data as unclassified. Available records show a narrow public profile: the firm is not flagged as a multi-state adviser, not identified as a pension consultant, and is not listed as a related adviser to another entity. The firm is also not identified as an active ESG investor. The firm has provided little detail about its advisory mandate, client segments, or fee arrangements in the materials available. That limited disclosure makes it difficult to characterize the firm’s target clients or the scope of services it delivers beyond its basic legal and regulatory status.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Gregory Burkus

    Gregory Burkus

    Founder & Managing PartnerCRD 1855041

Wealth teams

FINTRX

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth