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 has been registered with the SEC since 2003. The firm is owned by an individual and is listed in FINTRX as an "Unclassified" adviser; available records indicate it does not serve as a capital allocator, does not identify as an active ESG investor, and is not recorded as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm has not provided public detail about its client segments, fee schedules, advisory services, or other business activities.

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

Contacts

1 of 1
  • Gregory Burkus

    Gregory Burkus

    Founder & Managing PartnerCRD 1855041

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth