Baker Tilly Capital, LLC
Firm details
- Headquarters
- Madison, Wisconsin
- CRD number
- 115333
- Registered since
- November 15, 2001
- Website
- www.bakertilly.com
Firm profile
FINTRXOverview
Baker Tilly Capital, LLC is organized as a limited liability company and is classified as an investment bank. The firm has been SEC-registered since 2001 and is owned by a combination of a domestic entity and individuals. Public-facing information about the firm’s specific business lines, advisory services, client segments, and fee schedules is not disclosed in the source material. Available regulatory-designation data indicate Baker Tilly Capital does not operate as a capital allocator, is not identified as an active ESG investor, is not designated a multi-state adviser, and does not serve as a pension consultant. Those flags suggest the firm’s role is focused on investment banking activities rather than on multi-state advisory or asset-management responsibilities.
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
Owners & executives
1 of 1
Barbara Olson
Chief Compliance OfficerCRD 6715742
Contacts
3 of 25
Gregory Shirey
Sr. ManagerCRD 3097433
Thomas Walker
Investment Banking AnalystCRD 8170170

Scott Burack
DirectorCRD 4100569
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Madison, WI
Dane
Location
Madison, WI
Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 4807 Innovate Ln
- Time zone
- CT (UTC-6)
- Office locations
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