BAIN CAPITAL MARKETS, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
82
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
175456
Registered since
August 5, 2016

Firm profile

FINTRX

Overview

Bain Capital Markets, LLC is organized as a limited liability company and is registered with the SEC (registration year listed as 2016). Filings identify the owner type as a domestic entity and individual ownership, but the firm’s business activities, advisory offerings and client segments are not described in the source data. Regulatory flags in the snapshot indicate the firm is not classified as a capital allocator, is not an active ESG investor, and is not designated a multi-state or newly formed adviser. It is likewise not identified as a pension consultant or as a related adviser in the available records. The dataset does not provide further detail on investment strategy, product lines, or client services.

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

Contacts

3 of 82
  • STEPHANIE JORDAN

    Vice PresidentCRD 6771662

  • Sayer Harrison

    Investor Relations AssociateCRD 7660071

  • LAUREN WEISHAAR

    Vice PresidentCRD 5534372

Unlock 79 more contacts

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
200 Clarendon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth