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 SEC-registered since 2003. Filings identify the firm as owner-operated (individual owner) and give it an unclassified adviser designation. The available profile provides very little on the firm’s business model, client focus, fee arrangements or advisory activities. Data flags indicate Shasta Partners is not a multi-state adviser, is not active on ESG investing, does not act as a capital allocator, and is not identified as a pension consultant or related adviser.

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

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