Colchester Partners LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
122062
Registered since
January 8, 2003

Firm profile

FINTRX

Overview

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

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 13
  • Franklin Kettle

    Franklin Kettle

    Senior Managing DirectorCRD 1975587

  • Kevin O'brien

    Kevin O'brien

    Managing DirectorCRD 4347176

  • Eric Andrew

    Eric Andrew

    DirectorCRD 4566733

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth