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. Publicly disclosed profile items are sparse: the firm is listed as owned by a domestic entity and an individual and is labeled "unclassified" in the snapshot data. The firm does not identify itself as a capital allocator and is not marked as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or a related adviser to another registered entity. The available records provide little detail about client segments, fee schedules, advisory services, or day-to-day business activities. That absence of disclosure suggests the firm maintains a limited public footprint or operates in capacities that are not reflected in the standard RIA data fields.
Assets & Accounts
Investments & Alternatives
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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