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 a limited liability company registered with the SEC in 2010 and classified as a fund distributor. FINTRX lists the owner type as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not registered as a multi-state adviser. The profile indicates minimal investment-advisory activity: it is not shown as engaging in advisory services, is not an active ESG investor, and is not documented as a related adviser or pension consultant. Publicly available FINTRX fields for fee structure, client base, business activities, and advisory activities are blank, so the firm’s operating footprint appears focused on distribution rather than portfolio management or direct asset allocation.
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
Annuity Sales DirectorCRD 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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