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 organized as a partnership and has been SEC-registered since 2002. FINTRX classifies the firm as an investment bank rather than a traditional advisory firm; ownership is listed as individual. The profile indicates the firm is not positioned as a capital allocator and is not marked as an active ESG investor. Other advisor attributes recorded in the snapshot—such as pension consulting, related-adviser status, or multi-state adviser designation—are marked negative.
Assets & Accounts
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 9JASON 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
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