Tribeca Investment Inc.

RIASEC Registered
Total AUM
$19M
Discretionary
$19M
100% of AUM
Avg account
$380K
Accounts
50
Employees
1
Advisory reps
1

Firm details

Headquarters
Chestnut Hill, Massachusetts
CRD number
335369
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Tribeca Investment Inc. is a corporation operating as a non-independent retail registered investment adviser that serves individual and family clients. The firm is owner-operated and bills for advisory services on a percentage-of-assets-under-management basis. Its stated advisory focus is portfolio management for individuals and small businesses, and it also engages in other financial product sales. The firm does not identify as an active ESG investor, is not organized as a multi-state adviser, and does not describe itself as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Steven Qian

    Steven Qian

    Chief Executive OfficeCRD 2921286

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Chestnut Hill, MA

Middlesex

Location

Chestnut Hill, MA

Headquartered in Chestnut Hill, 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
Middlesex
Address
48 Reservoir Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth