JPB PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HANOVER, Maryland
CRD number
159961
Registered since
March 22, 2012

Firm profile

FINTRX

Overview

JPB Partners is a small, SEC-registered limited liability company that operates at the intersection of real estate brokerage and private fund management. The firm’s public profile emphasizes transactional real estate activity alongside the sponsorship and management of private equity vehicles. JPB Partners is not positioned as a traditional multi-state advisory firm or pension consultant; instead it appears to focus on deal origination and capital placement tied to real estate and private-equity style opportunities.

Assets & Accounts

Investments & Alternatives

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

3 of 3
  • JAMES BOLDUC

    President, CEOCRD 2534934

  • JP BOLDUC

    Chairman and Chief Executive OfficerCRD 6044149

  • JAY JANG

    Chief Operating OfficerCRD 7403974

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HANOVER, MD

ANNE ARUNDEL

Location

HANOVER, MD

Headquartered in HANOVER, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ANNE ARUNDEL
Address
7556 Teague Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth