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 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
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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