CHESTNUT PARTNERS, INC.
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 38387
- Registered since
- December 13, 1995
- Website
- www.chestnutp.com
Firm profile
FINTRXOverview
Chestnut Partners, Inc. is a corporate entity that has been SEC-registered since 1995 and is classified in the data as an investment bank. Ownership is held by an individual rather than a corporate parent or partnership. The firm is not identified as a capital allocator and does not report active engagement with ESG investing. Other indicated regulatory/operational attributes include that it is not a multi-state adviser, not newly formed, and does not present itself as a pension consultant or related adviser. The source material does not provide descriptions of specific advisory services, client segments, or product lines. The firm's public profile in the available dataset is limited to high-level regulatory and classification details rather than an operational or investment focus.
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
Contacts
3 of 16Brandon Sepe
Senior AnalystCRD 7828236
Jack Moore
AnalystCRD 8130211
Hope Shue
AnalystCRD 8130180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1 Financial Ctr
- Time zone
- ET (UTC-5)
- Office locations
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