American Elm Distribution Partners, LLC
Firm details
- Headquarters
- Portsmouth, New Hampshire
- CRD number
- 153322
- Registered since
- November 24, 2010
- Website
- americanelmdp.com
Firm profile
FINTRXOverview
American Elm Distribution Partners, LLC is organized as a limited liability company and has been registered with the SEC since 2010. The firm's ownership is reported as a mix of a domestic entity and an individual, and FINTRX classifies it as unclassified. Available disclosures indicate the firm does not identify as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. Other standard adviser descriptors—such as pension consulting, related-adviser status, or being newly formed—are marked negative in the snapshot. The firm has provided minimal detail about its advisory services, client segments, fee structure, or day-to-day business activities in the source record.
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
Owners & executives
2 of 2
Michael Ponticello
Chief Executive OfficerCRD 4851169

Jessica Murray
Partner & Chief Compliance OfficerCRD 4675076
Contacts
3 of 7
Dennis Beirne
FounderCRD 2306864

Jared Townsend
CRD 6897815

Kimberly Ryan
CCOCRD 4316310
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portsmouth, NH
Rockingham
Location
Portsmouth, NH
Headquartered in Portsmouth, NH, 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
- Rockingham
- Address
- 104 Congress St
- Time zone
- ET (UTC-5)
- Office locations
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