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 and has been SEC-registered since 2003. The firm's public classification is "Investment Bank" rather than a traditional registered investment adviser or wealth manager. Ownership is listed as a combination of a domestic entity and an individual. Available attributes indicate the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not recorded as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The record does not include details on client segments, fee structure, advisory services, or day-to-day business activities.
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 12Brian Lauzon
Managing DirectorCRD 2185294

Jonathan Brink
AssociateCRD 6830215

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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