Morgan Partners LLC
Firm details
- Headquarters
- Wellesley, Massachusetts
- CRD number
- 164032
- Registered since
- October 19, 2012
- Website
- www.morganpartners.com
Firm profile
FINTRXOverview
Morgan Partners LLC is an individually owned limited liability company that classifies itself as an investment bank. Public disclosures provide no detail about its advisory activities, client segments, fee arrangements, or day-to-day business functions. The firm does indicate it does not act as a capital allocator and is not an active ESG investor; it also reports it is not organized as a multi-state adviser, not focused on pension consulting, and not identified as a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Wellesley, MA
Norfolk
Location
Wellesley, MA
Headquartered in Wellesley, 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
- Norfolk
- Address
- 100 Worcester St
- Time zone
- ET (UTC-5)
- Office locations
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