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 organized as a limited liability company and is classified in FINTRX data as an investment bank. It appears on SEC records dating back to 2004. Ownership is recorded as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. The dataset does not list client types, fee structures, specific advisory services, or business activities for the firm.
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 24
Khai Vo
Investment Banking AnalystCRD 8044857
Jaren Kober
Investment Banking AnalystCRD 8306536
Owen Hardy
Investment Banking AnalystCRD 7936384
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
Similar firms
Wells Fargo Securities, LLC
Broker-DealerCharlotte, NC
First Ballantyne, LLC
Broker-DealerCharlotte, NC
North Inlet Advisors, LLC
Broker-DealerCharlotte, NC
Tradier Brokerage, Inc.
Broker-DealerCharlotte, NC
Capital Management Of The Carolinas, LLC
Broker-DealerCharlotte, NC
Barings Securities LLC
Broker-DealerCharlotte, NC