Refinitiv Global Markets Inc. (Boston)


Refinitiv Global Markets Inc. is an adviser based in Boston. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Massachusetts and New York.

Refinitiv Global Markets provides publication of newsletters, market timing services, and creates yield curves for the tax-exempt bond market and provides market commentary and analysis. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Refinitiv Global Markets Inc. for their services and products based on subscription fees and fixed fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Refinitiv Global Markets serves?

The firm provides services to insurance companies, other investment advisers, pooled investment vehicles, banking or thrift institutions, corporations or other businesses, and state or municipal government entities. The largest group of clients of Refinitiv Global Markets is insurance companies with 18 clients and $0 of assets under management. Among the 5 most similar advisory firms, Refinitiv Global Markets has the highest percentage of insurance companies out of all clients.

67% of the firm’s clients are foreign persons or businesses.

Refinitiv Global Markets doesn't advise any private funds.

Careers at Refinitiv Global Markets Inc.

The company employs 30 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Rachna Jagadishbhai Patel Chief compliance officer 1 Mar 2009 Other 5656406
Shmuel Rafael Bulka Secretary 1 Jan 2014 Other 6315632
Domenic Paul Vonella President, director 1 Mar 2014 Other 6316847
Kennneth Paul Logan Vice president, director 1 Oct 2014 Other 1795011
Refinitiv Us Holdings Inc. Direct shareholder 1 Oct 2018 75% - 100% 82-5515273
Federico Victor Ortiz Assistant secretary 1 Oct 2018 Other 4016019
Richard Theodore Hoponick Assistant secretary 1 Oct 2018 Other 7021483
Terry Marie Miskimen Assistant secretary 1 Oct 2018 Other 7038211
William Mayer Assistant secretary 1 Sep 2019 Other 7004096
Marc Meyer Lewis Assistant secretary 1 Sep 2019 Other 7179887
Cara Marie Taylor Assistant secretary 1 Sep 2019 Other 7179893
Milhoua Lightfoot Karen Assistant secretary 1 Sep 2019 Other 7180333

Indirect Owners

The SEC currently registers 38 indirect owners.

Name Entity Date acquired Ownership Employer ID
Thomson Reuters Holdings S.A. Shareholder 1 Jul 2000 75% - 100% 98-0390017
Thomson Reuters Canada Limited Shreholder 1 Dec 2000 75% - 100% 98-0164768
3276838 Nova Scotia Limited Shareholder 1 Feb 2004 75% - 100% foreign entity
Thomson Reuters (Tri) Inc. Shareholder 1 May 2004 75% - 100% 06-1455555
Thomson Reuters No. 5 Llc Shareholder 1 May 2004 75% - 100% 06-1455552
Thomson Reuters No. 4 Inc. Member 1 May 2004 75% - 100% 06-1455550
Thomson Reuters Corporation Shareholder 1 May 2004 75% - 100% 98-0176673
Canada Pension Plan Investment Board Shareholder 1 Mar 2007 75% - 100% 98-0361334
Blackstone Holdings Iii Gp Management L.L.C. General partner 1 May 2007 Other 26-0269478
Blackstone Holdings Iii Gp L.P. General partner 1 May 2007 Other 26-0288893
Livenote Technologies Limited Shareholder 1 Dec 2007 75% - 100% 98-0566731
Ln Holdings Limited Shareholder 1 Apr 2008 75% - 100% 98-0571345
Tr Holdings Limited Shareholder 1 Apr 2008 75% - 100% 98-0580077
Tr (2008) Limited Shareholder 1 Apr 2008 75% - 100% foreign entity
Thomson Reuters No. 8 Llc Member 1 Jun 2009 75% - 100% 27-0460588
Tr U.S. Inc. Member 1 Jun 2009 75% - 100% 06-1456572
Thomson Reuters Investment Holdings Limited Shareholder 1 Oct 2009 75% - 100% foreign entity
Thomson Reuters America Corporation Shareholder 1 Aug 2011 75% - 100% 23-2775575
Thomson Reuters Finance S.A. Shareholder 1 Oct 2012 75% - 100% 98-0339489
Blackstone Holdings Iii L.P. Member 1 Mar 2015 75% - 100% 98-0547682
Blackstone Management Associates (Cayman) Vii L.P. General partner 1 Mar 2015 Other 98-1286374
Bcp Vii Gp L.L.C. General partner 1 Mar 2016 Other 81-1414882
Blackstone Management Associates (Cayman) Vii L.P. Member 1 Apr 2017 75% - 100% 98-1286374
Bcp York Holdings (Delaware) Lp Shareholder 1 Jan 2018 50% - 75% 82-5209520
Bcp York Upper Aggregator (Cayman) L.P. Limited partner 1 Jan 2018 50% - 75% 98-1412643
Bcp Vii Holdings Manager (Cayman) L.L.C. General partner 1 Jan 2018 Other 98-1286374
Blackstone Capital Partners (Cayman) Vii L.P. Limited partner 1 Jan 2018 50% - 75% 98-1294798
Blackstone York Partners Ii (Cayman) L.P. Limited partner 1 Jan 2018 25% - 50% 98-1412655
Blackstone Management Associates (Cayman) Vii L.P. General partner 1 Jan 2018 Other 98-1286374
Refinitiv Parent Limited Shareholder 1 Mar 2018 75% - 100% 98-1423697
Refinitiv Holdings Limited Shareholder 1 Mar 2018 75% - 100% 98-1414297
Bcp York Subsidiary (Cayman) L.P. Limited partner 1 Mar 2018 75% - 100% 98-1422115
Bcp York Holdings Gp (Delaware) L.L.C. General partner 1 Mar 2018 Other 82-5208849
Bcp York Aggregator (Cayman) L.P. Limited partner 1 Mar 2018 75% - 100% 98-1412640
Bcp Vii Holdings Manager (Cayman) L.L.C. General partner 1 Mar 2018 Other 98-1286374
Thomson Reuters Us Llc Shareholder 1 Oct 2018 25% - 50% 52-2261790
Cpp Investment Board (Usre Iii) Inc. Limited partner 1 Oct 2018 25% - 50% 98-0533228
The Blackstone Group Inc. Member 1 Jul 2019 75% - 100% 20-8875684

Based in Boston

The principal office where Refinitiv Global Markets Inc. performs its advisory services is located at 26 Thomson Place, Boston, MA 02210, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-856-2000. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at tm3.com.