Tourmaline Partners, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
35
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
154492
Registered since
December 15, 2010

Firm profile

FINTRX

Overview

Tourmaline Partners, LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 2010. FINTRX lists the owner type as a domestic entity and/or individual and classifies the firm as unclassified. The profile contains minimal public-facing detail about the firm’s business model: fields for client base, fee structure, business activities and advisory services are not populated in the source data. The firm is not flagged as a capital allocator, not designated a multi-state adviser, not a pension consultant, and is recorded as not being an active ESG investor. Other affiliation or activity fields in the record are blank, reflecting limited disclosure in the available data.

Assets & Accounts

Location & Offices

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

Owners & executives

3 of 4
  • Aaron Hantman

    Aaron Hantman

    CEO & FounderCRD 3020334

  • James Olencki

    James Olencki

    Chief Compliance OfficerCRD 5602387

  • Daniel Dispigna

    Daniel Dispigna

    Chief Operations OfficerCRD 2902260

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Contacts

3 of 31
  • Clifton Gray

    Equity TraderCRD 3150244

  • Yuki Shimada

    DirectorCRD 3130832

  • Matthew Sindell

    Matthew Sindell

    Managing DirectorCRD 2156541

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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
680 Washington Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth