Shasta Partners, LLC

Broker-DealerFINRA Member
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 a privately held limited liability company controlled by an individual owner. Public filing data classifies the firm as "unclassified" and shows a narrow operating footprint: it does not describe itself as a capital allocator, pension consultant, related adviser, or multi-state adviser. The firm does not report active ESG investing activity. Other advisory activities, client types, and fee arrangements were not provided in the available data.

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

FINTRX

Contacts

FINTRX

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