Aquilo Partners, L.P.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
9
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 has been SEC-registered since 2002. The firm is classified in the source data as an investment bank and is owner-operated (individual ownership). It is not identified as a capital allocator and is not listed as an active ESG investor. The firm is not flagged as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available records.

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 9
  • Jason Yip

    Jason Yip

    Managing DirectorCRD 4446295

  • Kelly Gross

    Kelly Gross

    Vice PresidentCRD 6791354

  • John Rumsey

    John Rumsey

    Managing DirectorCRD 2017165

Unlock 6 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

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth