HEMISTA INC.

RIASEC RegisteredEst. 2019
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
301888
Registered since
May 10, 2019
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Hemista Inc. is a corporation that provides financial planning services and portfolio management primarily for individuals and small businesses. Established in 2019, the firm operates under a fee structure that includes a percentage of assets under management and fixed fees. While it does not engage in capital allocation or serve as a pension consultant, it is involved in managing pooled investment vehicles as a sponsor, general partner, or managing member. Hemista Inc. does not actively pursue ESG investments and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • GURUMOORTHI GUNASEKARAN

    Founder & CEOCRD 7093816

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
90 Canal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth