Bainbridge Investment Bank

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
San Diego, California
CRD number
304472
Registered since
May 13, 2020

Firm profile

FINTRX

Overview

Bainbridge Investment Bank is organized as a corporation that registered with the SEC in 2020 and is positioned as an investment bank and placement agent rather than a traditional asset manager. The firm is identified as having domestic entity and individual ownership and does not act as a capital allocator. Publicly listed attributes indicate it is not an active ESG investor, not registered as a multi-state adviser, and is not identified as a pension consultant or related adviser. The firm's primary role appears to be transactional and placement-focused instead of discretionary portfolio management; the dataset does not include details on advisory services, fee schedules, or specific business lines beyond the placement/investment bank classification.

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

Owners & executives

2 of 2
  • Abhishek Tiwari

    Abhishek Tiwari

    CEOCRD 7046896

  • Tarik Abdala

    Tarik Abdala

    Chief Financial OfficerCRD 7149692

Contacts

1 of 1
  • Richard Speziale

    Richard Speziale

    FinOpCRD 1192739

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, in the West of the United States.

Region
West
County
San Diego
Address
4445 Eastgate Mall
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth