BOSTON MILLENNIA PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
162789
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

Boston Millennia Partners is a corporate investment adviser formed in 2012 that functions primarily as an adviser, sponsor and general partner to pooled investment vehicles. The firm’s regulatory profile and activity indicate its business is centered on managing private funds rather than providing traditional retail advisory accounts. It is not identified as an active ESG investor, a multi-state adviser, a pension consultant or a capital allocator in the supplied data. The firm’s affiliation listings — Other Investment Adviser and Sponsor, GP, Managing Member Of Pooled Investment Vehicles — signal a focus on fund formation, portfolio selection and ongoing management of private investment vehicles. Given the concentration in venture capital vehicles and the modest fund sizes reported, Boston Millennia Partners appears to operate as a small, specialized sponsor focused on identifying and managing private-company equity investments for a limited group of investors.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • BRUCE TIEDEMANN

    Chief Financial OfficerCRD 6048499

Contacts

2 of 2
  • A. CALLOW

    PresidentCRD 6048490

  • MARTIN HERNON

    General PartnerCRD 6048496

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
50 Milk St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth