Aeris Partners LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 153862
- Registered since
- November 23, 2010
- Website
- www.aerispartners.com
Firm profile
FINTRXOverview
Aeris Partners LLC is organized as a limited liability company and has been registered with the SEC since 2010. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is listed as a combination of a domestic entity and an individual. The firm does not report active ESG investing and is not identified as a multi-state adviser, pension consultant, or related adviser. FINTRX did not provide detail on the firm's advisory or business activities, investment preferences, or client segmentation, so public-facing information about its deal focus or product offerings is limited.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 14
Connor Boehm
DirectorCRD 6683021
Brian Soloway
Managing DirectorCRD 4760069
Garin Arevian
Managing DirectorCRD 2800940
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 500 Boylston St
- Time zone
- ET (UTC-5)
- Office locations
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