ETA INVESTMENT PARTNERS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEWTON, Massachusetts
CRD number
326534

Firm profile

FINTRX

Overview

ETA Investment Partners, LLC is organized as a limited liability company with individual ownership. The firm’s reported activity centers on forming and operating pooled investment vehicles: it serves as sponsor, general partner and managing member of those vehicles rather than presenting itself primarily as a broad-based advisory firm. Public filings indicate the firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Alfonso Blohm

    Managing MemberCRD 7742222

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

NEWTON, MA

MIDDLESEX

Location

NEWTON, MA

Headquartered in NEWTON, 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
MIDDLESEX
Address
44 Montvale Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth