Aquilo Partners, L.P.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
114909
Registered since
January 24, 2002

Firm profile

FINTRX

Overview

Aquilo Partners, L.P. is structured as a partnership and has been registered with the SEC since 2002. FINTRX classifies the firm as an investment bank and lists an individual as the owner. The profile indicates the firm is not acting as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The FINTRX entry does not supply detail on client types, fee schedules, or specific advisory lines of business.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 10
  • John Rumsey

    John Rumsey

    Managing DirectorCRD 2017165

  • Helene Postrel

    Helene Postrel

    FinOpCRD 2240945

  • James Zanze

    James Zanze

    Managing DirectorCRD 2276354

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
601 California St
Time zone
PT (UTC-8)
Office locations

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