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 owner-operated at the individual level and is classified in FINTRX as "Unclassified," with minimal public profile about its advisory activities or client segments. Available metadata indicates Shasta Partners does not operate as a capital allocator, is not designated a multi-state adviser, does not describe itself as an active ESG investor, and is not positioned as a pension consultant or related adviser. FINTRX lists no additional details on the firm's fee structure, investment preferences, or external affiliations.
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 1GREGORY 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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