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 registered with the SEC (registration year 2001). Regulatory classifications identify the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. Filings list the owner type as a combination of a domestic entity and an individual. The publicly available snapshot contains little detail about day-to-day advisory or portfolio-management activity. The firm does not report itself as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not designated as a pension consultant or related adviser in the provided data.
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
Owners & executives
1 of 1Barbara Olson
Chief Compliance OfficerCRD 6715742
Contacts
3 of 25GREGORY 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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