Fusefi Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
140203
Registered since
June 14, 2006

Firm profile

FINTRX

Overview

Fusefi Capital, LLC is organized as a limited liability company with ownership described as a combination of a domestic entity and an individual. Publicly available profile details are sparse: the firm is listed as unclassified in its primary industry grouping and the data indicates it does not act as a capital allocator. It is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm has not provided information on its client mix, fee schedule, advisory services, or external affiliations, leaving its target market and service model unclear from available records.

Assets & Accounts

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

Owners & executives

2 of 2
  • Stephen Sacher

    Stephen Sacher

    Independent ContractorCRD 4301997

  • Patrick Mckeon

    Chief Compliance OfficerCRD 3037902

Contacts

3 of 8
  • Daniel Pastore

    Daniel Pastore

    PartnerCRD 3276833

  • Mark Santana

    Mark Santana

    CRD 7070078

  • John O'keefe

    John O'keefe

    Registered RepresentativeCRD 7601882

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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
186 Lincoln St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth