BHA Select Network, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 168883
- Registered since
- March 5, 2014
Firm profile
FINTRXOverview
BHA Select Network, LLC is a limited liability company that has been registered with the SEC since 2014 and is categorized as a placement agent. The ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and does not report activity as an ESG investor. It is also not flagged as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. As a placement agent, the firm’s core role is intermediary in capital-raising and placement transactions rather than direct portfolio management. The available data does not list advisory services, fee schedules, or a client roster in connection with discretionary asset management.
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
1 of 1
Daniel Mcdermott
Founder and CEOCRD 4521850
Contacts
3 of 5
Patrick Mulshine
Senior AssociateCRD 7221060

Joseph Lopresti
CRD 5160788

Tracie Okeefe
FinOpCRD 5924814
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1 Lincoln St
- Time zone
- ET (UTC-5)
- Office locations
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