The Bank Street Group L.L.C.

Broker-DealerFINRA MemberEst. 2002
Total AUM
—
Advisory reps
29
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
116269
Registered since
March 7, 2002

Firm profile

FINTRX

Overview

The Bank Street Group L.L.C. is organized as a limited liability company and has been SEC-registered since 2002. The firm is classified in the data as an investment bank rather than a traditional registered investment adviser focused on discretionary portfolio management. Filings identify the owner type as a mix of a domestic entity and an individual. Available disclosures indicate the firm is not organized as a multi-state adviser and does not appear to operate as a related adviser to another registered entity. It is also not listed as an active ESG investor in the source data.

Assets & Accounts

Investments & Alternatives

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

3 of 29
  • Robert Burnat

    FinOpCRD 1262266

  • Jon Beckett

    Jon Beckett

    Managing DirectorCRD 1888149

  • James Henry

    James Henry

    Senior Managing DirectorCRD 2449629

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
333 Ludlow St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth