Brattle Advisors LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
153875
Registered since
April 4, 2011

Firm profile

FINTRX

Overview

Brattle Advisors LLC is organized as a limited liability company that operates as a placement agent. The firm first registered with the SEC in 2011 and is owned by an individual. Its reported business profile emphasizes intermediary capital-raising activity rather than serving as a capital allocator or running discretionary investment programs. Public-facing attributes indicate Brattle Advisors does not position itself as an ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Those designations align with a broker/placement role: the firm appears focused on sourcing or placing investment opportunities for sponsors and investors rather than on managing portfolios or allocating proprietary capital.

Assets & Accounts

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

2 of 2
  • Kathleen Camisa

    FinOpCRD 3239619

  • Arthur Chamian

    Arthur Chamian

    Managing PrincipalCRD 4380138

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
53 State Streeet
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth