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 organized as a partnership and registered with the SEC in 2002. The firm is classified in the database as an investment bank and is owned by an individual. The record indicates Aquilo is not set up as a capital allocator and does not identify the firm as an active ESG investor. It is not listed as a multi-state adviser, not newly formed, and is not identified as a pension consultant or a related adviser.

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth