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. Filings identify the firm as owner-operated (individual owner) and give it an unclassified adviser designation. The available profile provides very little on the firm’s business model, client focus, fee arrangements or advisory activities. Data flags indicate Shasta Partners is not a multi-state adviser, is not active on ESG investing, does not act as a capital allocator, and is not identified as a pension consultant or 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
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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