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 is shown as SEC-registered since 2010. Available records classify the adviser as "unclassified" and indicate ownership that involves both a domestic entity and an individual. The firm is not listed as a capital allocator, is not identified as an active ESG investor, and does not appear to operate as a multi-state adviser. The firm did not disclose specifics about its client segments, fee schedules, or the scope of its advisory services in the provided material. It is also not flagged as a pension consultant or as a related adviser to another registered entity.
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 2MICHAEL PONTICELLO
Chief Executive OfficerCRD 4851169
JESSICA MURRAY
Partner & Chief Compliance OfficerCRD 4675076
Contacts
3 of 7DENNIS 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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