PLEASANT BAY CAPITAL PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
165773
Registered since
March 30, 2020

Firm profile

FINTRX

Overview

Pleasant Bay Capital Partners, LLC is a small, SEC-registered investment adviser organized as a limited liability company and registered in 2020. The firm is affiliated with a broker-dealer and is owned by an individual owner. It is not designated as a multi-state adviser, pension consultant, related adviser or active ESG investor. Public-facing advisory activity for retail clients is effectively nil; the firm’s operating footprint appears focused on advising private investment vehicles rather than managing individual advisory accounts. The firm’s principal investment activity centers on private funds, with a heavy tilt toward private equity. Given the number and size of those vehicles, Pleasant Bay Capital Partners operates more like a private fund manager and sponsor than a mass-market RIA, targeting deal-level investments and pooled private structures rather than traditional discretionary retail portfolios.

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

Contacts

2 of 2
  • THOMAS CIBOTTI

    Managing DirectorCRD 4672417

  • IAN DUNN

    Managing DirectorCRD 4672426

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
99 Summer St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth