Colchester Partners LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 122062
- Registered since
- January 8, 2003
- Website
- www.colchesterpartners.com
Firm profile
FINTRXOverview
Colchester Partners LLC is organized as a limited liability company that presents itself in the market as an investment bank. The firm appears to operate with domestic ownership and an individual owner face, rather than as a large institutional allocator or multi-affiliate adviser. Public details about its client service model, fee schedule, and specific advisory activities are minimal in the available record. Operational flags in the profile indicate Colchester Partners is not set up as a capital allocator, does not market itself as an active ESG investor, and is not identified as a pension consultant or related adviser. It is also not listed as a multi-state adviser and is not described as newly formed. Those attributes suggest a narrow, potentially boutique scope of activity rather than a broad wealth-management platform.
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 13
Franklin Kettle
Senior Managing DirectorCRD 1975587

Kevin O'brien
Managing DirectorCRD 4347176

Eric Andrew
DirectorCRD 4566733
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
- 53 State St
- Time zone
- ET (UTC-5)
- Office locations
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