Tourmaline Partners, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
36
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
154492
Registered since
December 15, 2010

Firm profile

FINTRX

Overview

Tourmaline Partners, LLC is organized as a limited liability company and has been registered with the SEC since 2010. Filings identify the ownership as a combination of a domestic entity and an individual. Public-sourced classification lists the adviser as "unclassified." The firm is not designated as a capital allocator and does not self-identify as an active ESG investor. It is not listed as a multistate adviser, is not newly formed, and is not reported as a pension consultant or related adviser. The firm has not disclosed basic operational details in the provided data set: there is no information on client segmentation, fee schedules, business lines, or specific advisory activities, and no material information on external affiliations or third-party relationships was supplied.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Aaron Hantman

    Aaron Hantman

    CEO & FounderCRD 3020334

  • James Olencki

    James Olencki

    Chief Compliance OfficerCRD 5602387

  • Daniel Dispigna

    Daniel Dispigna

    Chief Operations OfficerCRD 2902260

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Contacts

3 of 32
  • Clifton Gray

    Equity TraderCRD 3150244

  • Yuki Shimada

    DirectorCRD 3130832

  • Matthew Sindell

    Matthew Sindell

    Managing DirectorCRD 2156541

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
680 Washington Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth