Shea & Company
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 150965
- Registered since
- July 13, 2010
- Website
- sheaco.com
Firm profile
FINTRXOverview
Shea & Company is organized as a limited liability company and presents itself as an investment bank under individual ownership. Publicly available records for the firm are sparse: it has provided minimal detail about its business model, client mix, fee schedules, or day-to-day advisory activities. The firm’s snapshot flags indicate it does not act as a capital allocator, does not position itself as an active ESG investor, and does not serve as a multistate adviser or pension consultant. It is not identified as a related adviser and is not classified as newly formed. The firm has not disclosed information about its activities or outside affiliations.
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
Location
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
- 111 Huntington Ave
- Time zone
- ET (UTC-5)
- Office locations
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