Cambridge International Partners LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
40451
Registered since
February 5, 1997

Firm profile

FINTRX

Overview

Cambridge International Partners LLC is listed as a limited liability company that has been SEC-registered since 1997 and is classified in the dataset as an investment bank. Ownership is recorded as an individual proprietor. The profile contains little descriptive material about the firm’s business lines or advisory offerings; fields for advisory activities, business activities and client base are blank in the source record. The dataset also flags several negative attributes that shape how the firm appears in a manager-screening context: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. Those entries, together with the absence of disclosed advisory activity, suggest the entity operates more as an institutional/transactional firm in the investment-banking space rather than as a traditional registered investment-adviser servicing retail or institutional asset portfolios.

Assets & Accounts

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

3 of 4
  • James Whiteley

    James Whiteley

    Investment Banking AnalystCRD 8167124

  • Richard Haywood

    Richard Haywood

    Managing DirectorCRD 2172118

  • Carter Owen

    Carter Owen

    Investment Banking AnalystCRD 7956488

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
2187 Atlantic St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth