Bourne Partners Securities, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 131107
- Registered since
- August 16, 2004
- Website
- bourne-partners.com
Firm profile
FINTRXOverview
Bourne Partners Securities, LLC is a limited liability company that has been registered with the SEC since 2004 and is classified as an investment bank. The firm is owned by a domestic entity and individuals. Publicly reported filings identify it as not functioning as a capital allocator and not as an active ESG investor. Regulatory and operational flags in the dataset indicate the firm is not registered as a multi-state adviser, is not newly formed, and does not identify itself as a pension consultant or related adviser. The firm did not provide detail on its advisory activities, client base, fee schedules or specific business lines in the provided dataset.
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
Christopher Inklebarger
Chief Operating Officer and General CounselCRD 6235769
Contacts
3 of 25
Khai Vo
Investment Banking AnalystCRD 8044857

Charles Spence
Investment Banking AnalystCRD 8303156
Jaren Kober
Investment Banking AnalystCRD 8306536
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 550 S Caldwell St
- Time zone
- ET (UTC-5)
- Office locations
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