TOURMALINE PARTNERS, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
35
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Tourmaline Partners, LLC is an SEC-registered limited liability company that first registered with the SEC in 2010. FINTRX classifies the firm as "unclassified" and records its ownership as a combination of a domestic entity and an individual. Public data from FINTRX indicates the firm does not operate as a capital allocator, is not designated as a multi-state adviser, and is not flagged as a related adviser or pension consultant. FINTRX also notes that Tourmaline Partners is not an active ESG investor. Beyond those registry attributes, the firm has not supplied descriptive information about its advisory activities, client focus, fee arrangements, or specific business lines.

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

3 of 4
  • AARON HANTMAN

    CEO & FounderCRD 3020334

  • JAMES OLENCKI

    Chief Compliance OfficerCRD 5602387

  • DANIEL DISPIGNA

    Chief Operations OfficerCRD 2902260

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Contacts

3 of 31
  • CLIFTON GRAY

    Equity TraderCRD 3150244

  • YUKI SHIMADA

    DirectorCRD 3130832

  • MATTHEW SINDELL

    Managing DirectorCRD 2156541

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth