BUNKER HILL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WELLESLEY, Massachusetts
CRD number
157838
Registered since
April 13, 2023

Firm profile

FINTRX

Overview

Bunker Hill Management LLC is a limited liability company that registered with the SEC in 2023 and is owned by an individual. The firm does not identify as a capital allocator or a multi-state adviser and does not list active ESG investing, pension consulting, or related-adviser services among its attributes. Its filings indicate it serves in sponsor and general partner roles and operates as a managing member of pooled investment vehicles, which suggests the firm’s activity centers on operating and advising private funds rather than delivering a broad retail advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • ROBERT CLARK JR

    Co-FounderCRD 6011725

  • MARK DEBLOIS

    Co-Founder & Managing PartnerCRD 4512975

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WELLESLEY, MA

NORFOLK

Location

WELLESLEY, MA

Headquartered in WELLESLEY, 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
NORFOLK
Address
40 Grove St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth