BACK BAY LIFE SCIENCE ADVISORY, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
158846
Registered since
August 8, 2012

Firm profile

FINTRX

Overview

Back Bay Life Science Advisory, LLC is organized as a limited liability company that appears in public filings as having registered with the SEC in 2012. Filings list ownership as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the available data and is not identified as a capital allocator, related adviser, pension consultant, newly formed adviser, or an active ESG investor. The dataset does not detail the firm’s advisory services, target clients, or investment approach, and it provides no information on personnel or public-facing service lines. That limited disclosure leaves the firm’s market positioning and client-facing activities unclear from the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JONATHAN GERTLER

    Co-Founder, CEO, Managing PartnerCRD 4439498

Contacts

3 of 3
  • VASILIOS KOFITSAS

    Partner, Managing DirectorCRD 3016342

  • PETER FLYNN

    CCOCRD 2655124

  • GREGORY BENNING

    Partner, Managing DirectorCRD 2503617

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
545 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth