B&D Capital Partners, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 314406
- Registered since
- August 9, 2022
Firm profile
FINTRXOverview
B&D Capital Partners, LLC is a limited liability company that registered with the SEC in 2022 and is structured as an investment bank and placement agent rather than a traditional asset manager. The firm is owned at the domestic-entity and individual level and positions itself to source and place capital on behalf of issuers or sponsors rather than acting as a primary capital allocator or discretionary wealth manager. The firm is not marked as an active ESG investor, is not organized as a multi-state adviser, and does not list pension consulting or related-adviser functions in the available profile.
Assets & Accounts
Investments & Alternatives
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
2 of 2Angela Fiala
FinOpCRD 5163386
Jason Houseman
Registered RepresentativeCRD 6893909
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 211 East Blvd
- Time zone
- ET (UTC-5)
- Office locations
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