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 and is listed as an investment bank. The firm has been registered with the SEC since 2002. Public data on its client-facing advisory activities, fee structures, and business lines is sparse: it is not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The record also flags that the firm is not an active ESG investor and that it does not act as a capital allocator. The available information suggests the entity operates more in an investment-banking capacity than as a traditional discretionary asset manager, but specific services, product offerings, or target client segments are not disclosed in the provided dataset.

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

3 of 28
  • Garrett Castellani

    Garrett Castellani

    DirectorCRD 5824137

  • Ross Widham

    Ross Widham

    DirectorCRD 6364552

  • Matthew Burns

    Matthew Burns

    Vice PresidentCRD 7294151

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