The Bank Street Group L.L.C.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
28
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
116269
Registered since
March 7, 2002

Firm profile

FINTRX

Overview

The Bank Street Group L.L.C. is organized as a limited liability company that has been SEC-registered since 2002. FINTRX classifies the firm as an investment bank rather than as a capital allocator or traditional asset manager. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as an active ESG investor, and FINTRX does not flag it as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. No specific advisory activities, fee schedules, or client segments are provided in the available data.

Assets & Accounts

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

3 of 28
  • Garrett Castellani

    Garrett Castellani

    DirectorCRD 5824137

  • Spencer Chilivis Fleming

    Spencer Chilivis Fleming

    Investment Banking AnalystCRD 8315651

  • Ross Widham

    Ross Widham

    DirectorCRD 6364552

Unlock 25 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
333 Ludlow St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth