The Bank Street Group L.L.C.
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 116269
- Registered since
- March 7, 2002
- Website
- www.bankstreet.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 29Robert Burnat
FinOpCRD 1262266
Jon Beckett
Managing DirectorCRD 1888149

James Henry
Senior Managing DirectorCRD 2449629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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