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 listed in FINTRX as a limited liability company that has been SEC-registered since 2003. The platform classifies the firm as an investment bank rather than a traditional wealth manager or registered investment adviser, and it identifies ownership as a combination of a domestic entity and an individual. FINTRX records show the firm is not flagged as a capital allocator, not an active ESG investor, and not a pension consultant. It is also marked as not a multi-state adviser and not a related adviser. No detailed descriptions of advisory activities, client segments, fee schedules, or product focus were provided in the source data.
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 12
Brian 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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