SPARK CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
161231
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Spark Capital is organized as a limited liability company and has been SEC-registered since 2012. The firm is owned by an individual and identifies its primary role as sponsor and general partner, acting as managing member of pooled investment vehicles rather than serving as a traditional advisory practice to retail clients. It does not position itself as a capital allocator, is not active on ESG-specific mandates, and is not registered as a multi-state adviser or pension consultant.

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

1 of 1
  • Alexa Lyons

    GENERAL PARTNER & CHIEF FINANCIAL OFFICERCRD 7874011

Contacts

3 of 4
  • JEREMY PHILIPS

    General PartnerCRD 6460668

  • DIANA BERISHA

    General CounselCRD 6263613

  • SANTO POLITI

    Co-Founder & General PartnerCRD 2936913

Unlock 1 more contacts

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
200 Clarendon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth