Tribeca Investment Inc.
Firm details
- Headquarters
- Chestnut Hill, Massachusetts
- CRD number
- 335369
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Steven Qian
Chief Executive OfficeCRD 2921286
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Proactive Financial Solutions 360, LLC
RIANorth Attleboro, MA
Andante Financial
RIABurlington, MA
Lennox Financial
RIASwampscott, MA
Gilbert Investment Management
RIABoston, MA
Portfoliosboston
RIAEast Dennis, MA
Harvest Capital Management, LLC
RIAQuincy, MA