Aquilo Partners, L.P.
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 114909
- Registered since
- January 24, 2002
- Website
- www.aquilopartners.com
Firm profile
FINTRXOverview
Aquilo Partners, L.P. is listed as a partnership-style firm operating under the classification of an investment bank and registered with the SEC in 2002. FINTRX identifies the ownership as individual-held rather than institutional. The dataset flags the firm as not acting as a capital allocator and not active on ESG matters; it is also not characterized as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Available records provide little detail about the firm’s business model or client-facing activities. FINTRX does not supply information on client segments, fee schedules, AUM, advisory services, or affiliated activities for Aquilo Partners, L.P., and the firm has not submitted materials describing its investment approach or product set.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9
Jason Yip
Managing DirectorCRD 4446295

Kelly Gross
Vice PresidentCRD 6791354

John Rumsey
Managing DirectorCRD 2017165
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Vista Point Advisors, LLC
Broker-DealerSan Francisco, CA
FTP Securities LLC
Broker-DealerSan Francisco, CA
Denning & Company LLC
Broker-DealerSan Francisco, CA
Union Square Advisors LLC
Broker-DealerSan Francisco, CA
Bridge Street Securities, LLC
Broker-DealerSan Francisco, CA
Brooklands Capital Strategies Bd, LP
Broker-DealerSan Francisco, CA