RIA Intelligence

DAINTREE ADVISORS LLC

CRD #153197 SEC #801-71166 BOSTON, MA 617-848-3410
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
27
Clients
11
Accounts
1,386

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 28, 2021
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICERNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICERNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICERNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICERNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICERNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICERNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR, DIRECTOR OF OPERATIONSNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICERNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICERNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICERNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR, DIRECTOR OF OPERATIONSNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR, DIRECTOR OF OPERATIONSNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR, DIRECTOR OF OPERATIONSNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR, DIRECTOR OF OPERATIONSNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR, DIRECTOR OF OPERATIONSNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR, DIRECTOR OF OPERATIONSNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICERNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR, DIRECTOR OF OPERATIONSNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR, DIRECTOR OF OPERATIONSNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICERNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICERNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICERNA Control
ANGRISANO, KAREN, MARIEICHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICERNA Control
Afari-Aikins, SamuelIPRESIDENTNA Control
Afari-Aikins, SamuelIPRESIDENTNA Control
Afari-Aikins, SamuelIPRESIDENTNA Control
Afari-Aikins, SamuelIPRESIDENTNA Control
Afari-Aikins, SamuelIPRESIDENTNA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICERNA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICERNA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICERNA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICERNA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICERNA Control
GALANES, WILLIAM, GREGOIREICHIEF COMPLIANCE OFFICERNA Control
GALANES, WILLIAM, GREGOIREICHIEF COMPLIANCE OFFICERNA Control
GALANES, WILLIAM, GREGOIREICHIEF COMPLIANCE OFFICERNA Control
GALANES, WILLIAM, GREGOIREICHIEF COMPLIANCE OFFICERNA Control
GALANES, WILLIAM, GREGOIREICHIEF COMPLIANCE OFFICERNA Control
GALANES, WILLIAM, GREGOIREICHIEF COMPLIANCE OFFICERNA Control
GALANES, WILLIAM, GREGOIREICHIEF COMPLIANCE OFFICERNA Control
GALANES, WILLIAM, GREGOIREICHIEF COMPLIANCE OFFICERNA Control
GALANES, WILLIAM, GREGOIREICHIEF COMPLIANCE OFFICERNA Control
GALANES, WILLIAM, GREGOIREICHIEF COMPLIANCE OFFICERNA Control
GODES, ERIC, JAMESIPRESIDENT AND COONA Control
GODES, ERIC, JAMESIPRESIDENT AND COONA Control
GODES, ERIC, JAMESIPRESIDENT AND COONA Control
GODES, ERIC, JAMESIPRESIDENT AND COONA Control
GODES, ERIC, JAMESIPRESIDENT AND COONA Control
GODES, ERIC, JAMESIPRESIDENT AND COONA Control
GODES, ERIC, JAMESIPRESIDENT AND COONA Control
GODES, ERIC, JAMESIPRESIDENT AND COONA Control
GODES, ERIC, JAMESIPRESIDENT AND COONA Control
GODES, ERIC, JAMESIPRESIDENT AND COONA Control
GODES, ERIC, JAMESIPRESIDENT AND COONA Control
GODES, ERIC, JAMESIEXECUTIVE STRATEGISTNA Control
GODES, ERIC, JAMESIPRESIDENT AND COONA Control
GODES, ERIC, JAMESIPRESIDENT AND COONA Control
GODES, ERIC, JAMESIEXECUTIVE STRATEGISTNA Control
GODES, ERIC, JAMESIEXECUTIVE STRATEGISTNA Control
RENY, BRENDA, GRAYICOO AND MANAGING DIRECTOR OF CLIENT SERVICESNA Control
RENY, BRENDA, GRAYICOO AND MANAGING DIRECTOR OF CLIENT SERVICESNA Control
RENY, BRENDA, GRAYICOO AND MANAGING DIRECTOR OF CLIENT SERVICESNA Control
RENY, BRENDA, GRAYICOO AND MANAGING DIRECTOR OF CLIENT SERVICESNA Control
RENY, BRENDA, GRAYICOO AND PARTNERNA Control
RENY, BRENDA, GRAYICOO AND PARTNERNA Control
RENY, BRENDA, GRAYICOONA Control
STETSON, ANNE, NMNICHIEF COMPLIANCE OFFICER AND MANAGING DIRECTORNA Control
BEATTY, DAVID, LEEICEO AND MEMBERE Control
BEATTY, DAVID, LEEICEO AND MEMBERE Control
BEATTY, DAVID, LEEICEO AND MEMBERE Control
BEATTY, DAVID, LEEICEO AND MEMBERE Control
BEATTY, DAVID, LEEICEO AND MEMBERE Control
BEATTY, DAVID, LEEICEO AND MEMBERE Control
BEATTY, DAVID, LEEICEO AND MEMBERE Control
BEATTY, DAVID, LEEICEO AND MEMBERE Control
BEATTY, DAVID, LEEICEO AND MEMBERE Control
BEATTY, DAVID, LEEICEO AND MEMBERE Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO AND MEMBERD Control
BEATTY, DAVID, LEEICEO, PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
BEATTY, DAVID, LEEICEO, MANAGING PARTNER AND MEMBERD Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
FORKNER, KENT, MARKICHIEF INVESTMENT OFFICER AND PARTNERA Control
OLIVER, STEPHEN, PRESTONIPARTNERA Control
OLIVER, STEPHEN, PRESTONIPARTNERA Control
OLIVER, STEPHEN, PRESTONIPARTNERA Control
OLIVER, STEPHEN, PRESTONIPARTNERA Control
OLIVER, STEPHEN, PRESTONIPARTNERA Control
OLIVER, STEPHEN, PRESTONIPARTNERA Control
OLIVER, STEPHEN, PRESTONIPARTNERA Control
OLIVER, STEPHEN, PRESTONIPARTNERA Control
OLIVER, STEPHEN, PRESTONIPARTNERA Control
OLIVER, STEPHEN, PRESTONIPARTNERA Control
OLIVER, STEPHEN, PRESTONIPARTNERA Control
OLIVER, STEPHEN, PRESTONIPARTNERA Control
OLIVER, STEPHEN, PRESTONIPARTNERA Control
OLIVER, STEPHEN, PRESTONIPARTNERA Control
OLIVER, STEPHEN, PRESTONIPARTNERA Control
OLIVER, STEPHEN, PRESTONIPARTNERA Control
OLIVER, STEPHEN, PRESTONIPARTNERA Control
OLIVER, STEPHEN, PRESTONIPARTNERA Control
OLIVER, STEPHEN, PRESTONIPARTNERA Control
SHAHIAN, MARYIMANAGING DIRECTORA Control
SHAHIAN, MARYIPARTNERA Control
SHAHIAN, MARYIMANAGING DIRECTORA Control
SHAHIAN, MARYIMANAGING DIRECTORA Control
SHAHIAN, MARYIPARTNERA Control
SHAHIAN, MARYIPARTNERA Control
SHAHIAN, MARYIPARTNERA Control
SHAHIAN, MARYIPARTNERA Control
SHAHIAN, MARYIPARTNERA Control
SHAHIAN, MARYIPARTNERA Control
SHAHIAN, MARYIPARTNERA Control
SHAHIAN, MARYIPARTNERA Control
SHAHIAN, MARYIPARTNERA Control
SHAHIAN, MARYIPARTNERA Control
SHAHIAN, MARYIPARTNERA Control
SPECIALE, WILLIAM, G.IMANAGING DIRECTORA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IMANAGING DIRECTORA Control
SPECIALE, WILLIAM, G.IMANAGING DIRECTORA Control
SPECIALE, WILLIAM, G.IMANAGING DIRECTORA Control
SPECIALE, WILLIAM, G.IMANAGING DIRECTORA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control
SPECIALE, WILLIAM, G.IPARTNERA Control

Registrations

Federal

IA
Jun 28, 2021 REGISTERED

Notice Filings (13)

CA CT FL IL IN KY MA ME NH NY RI TX VA

Address

100 HIGH STREET
SUITE 1110
BOSTON, MA 02110-1781
United States
Phone: 617-848-3410