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CRD#: 39011
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

LEERINK PARTNERS LLC is located at 53 State Street, 40th Floor, Boston, MA 02109 and was first established at Boston, Delaware in 07/19/2007. After operating for 18 years, LEERINK PARTNERS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of LEERINK PARTNERS LLC’s clients are individuals and 0% of their clients are high net worth individuals. LEERINK PARTNERS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at LEERINK PARTNERS LLC are registered to handle securities or provide financial advice. The firm has 6 disclosures, 6 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access LEERINK PARTNERS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at LEERINK PARTNERS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for LEERINK PARTNERS LLC Comes From

Understanding the Statistics for LEERINK PARTNERS LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
6

FIRM INFORMATION

Main Address
53 State Street 40th Floor, Boston, MA, 02109
Mailing Address
53 State Street 40th Floor 40th Floor, Boston, MA, 02109
Firm Size
Medium
Phone Number
(617) 918-4900
Established
Delaware since 07/19/2007
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)Latest Form ADV
Part 2 Brochures
LEERINK ADV PART 2A 03 2012 (3/24/2012)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
LEERINK INTERMEDIATE HOLDINGS LLCMEMBER
CASEY, KEVIN MICHAELCHIEF COMPLIANCE OFFICER4754440
DAVIDSON, THOMAS ADAMSENIOR MANAGING DIRECTOR2248233
DUBIN, DANIEL BARRYSENIOR MANAGING DIRECTOR3231063
GENTILE, JOSEPH ROBERTCHIEF ADMINISTRATIVE OFFICER2545927
HEINEMAN, STEVEN PGENERAL COUNSEL5386950
JURKIEWICZ, GREGG MARTINFINOP4440135
LEERINK, JEFFREY ALANCEO1718986
OLSON, ERIC PATRICKPRINCIPAL OPERATIONS OFFICER2542584

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Advisor's working at LEERINK PARTNERS LLC

TZ

Tianyu Zheng

Crystal Zheng
RR
CRD#: 7760166
Location:
Charlotte, NC 28203
Company:
LEERINK PARTNERS LLC
Disclosures:
Experience:
2 years
View Profile
JV

John Henry Venturelli

Jack Henry Venturelli
RR
CRD#: 7918474
Location:
New York, NY 10019
Company:
LEERINK PARTNERS LLC
Disclosures:
Experience:
1 year
View Profile
JD

Joseph Gerard Damadeo

Joseph Damadeo
RR
CRD#: 1523320
Location:
New York, NY 10019
Company:
LEERINK PARTNERS LLC
Disclosures:
Experience:
39 years
View Profile
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