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 in FINTRX as an investment bank. The firm has been SEC-registered since 2001 and is owned as a domestic entity with individual ownership elements. FINTRX records do not list the firm as a capital allocator, and it is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset supplied to FINTRX contains limited detail about Baker Tilly Capital’s specific business lines or advisory activities. There are no FINTRX entries describing transaction focus, sector specialties, or the scope of client services the firm provides, so its public profile in the tracker is primarily an organizational summary rather than a description of operating strategies.
Assets & Accounts
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 26
Kelly Baumbach
Executive Manager DirectorCRD 3277458

Scott Burack
DirectorCRD 4100569

Michael Demers
Managing DirectorCRD 2921120
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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