CABOT LODGE SECURITIES LLC

Overview

Cabot Lodge Securities LLC is organized as a limited liability company and is registered with the SEC (registration year 2012). FINTRX classifies it as a conventional broker-dealer rather than a registered investment adviser or capital allocator. Ownership is identified as a domestic entity and individual, which suggests private ownership rather than part of a larger bank or wirehouse. The FINTRX snapshot records minimal public disclosure about fee schedules, advisory activities, or client segments. The firm is listed as not being an active ESG investor, not serving as a multi-state adviser, and not operating as a pension consultant or related adviser. Taken together, the available information points to a brokerage-focused operation rather than a firm that runs pooled funds or direct manager allocations.

Assets & Accounts

Location & Offices