Private Market View

BURNE FINANCIAL CONCEPTS, LLC

Other · WATERTOWN, CT

AUM
$440K
Portfolio companies
Recorded deals
Last investment

Key facts

  • BURNE FINANCIAL CONCEPTS, LLC is a other based in WATERTOWN, CT.
  • BURNE FINANCIAL CONCEPTS, LLC reports $440K in regulatory assets under management, per its SEC Form ADV (2026-01).

Registered with the SEC

Form ADV · 2026-01 · CRD 293013
Regulatory AUM
$440K
Private fund assets
Private funds
Staff
1
Registered office
WATERTOWN, CT
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for BURNE FINANCIAL CONCEPTS, LLC are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is BURNE FINANCIAL CONCEPTS, LLC's AUM?
BURNE FINANCIAL CONCEPTS, LLC manages approximately $440K in assets.