Shasta Partners, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 124358
- Registered since
- February 28, 2003
- Website
- www.shastapartners.com
Firm profile
FINTRXOverview
Shasta Partners, LLC is organized as a limited liability company and has been SEC-registered since 2003. The firm is individually owned and is listed in FINTRX as an unclassified advisory business. Available records show minimal disclosure about its advisory services, client segments, or investment mandates. The firm is not flagged as an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser.
Assets & Accounts
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
Contacts
1 of 1
Gregory Burkus
Founder & Managing PartnerCRD 1855041
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 100 Cambridge St
- Time zone
- ET (UTC-5)
- Office locations
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