TRANSFORMATION CAPITAL
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 307367
- Registered since
- February 21, 2020
Firm profile
FINTRXOverview
Transformation Capital is structured as a limited partnership that functions primarily as a sponsor and general partner for pooled private investment vehicles. The firm was registered with the SEC in 2020 and positions itself as a manager of venture-focused private funds rather than a traditional advisory practice serving retail or institutional advisory clients. Transformation Capital is not identified as an active ESG investor and does not operate as a multi-state adviser; its principal activities center on forming, managing and servicing pooled investment vehicles where it typically serves as GP or managing member. The firm’s classification and public filings indicate no separate advisory client base or fee schedule for retail or institutional advisory accounts. Its business model is built around fund-level management and capital raising for private vehicles rather than running separately managed accounts or delivering registered investment advisory services to individual household clients.
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
Owners & executives
1 of 1KEVIN BROWN
CFO & COOCRD 6316021
Contacts
3 of 3Jared Kesselheim
Managing PartnerCRD 6625841
MICHAEL DIXON
Managing PartnerCRD 4975792
TODD COZZENS
t Co-Founder & Managing PartnerCRD 1113962
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
- 699 Boylston St
- Time zone
- ET (UTC-5)
- Office locations
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