Shasta Partners, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 124358
- Registered since
- February 28, 2003
- Website
- www.shastapartners.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Gregory Burkus
Founder & Managing PartnerCRD 1855041
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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