BIRD DOG EQUITY PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SIOUX FALLS, South Dakota
CRD number
173702
Registered since
May 13, 2020

Firm profile

FINTRX

Overview

Bird Dog Equity Partners, LLC is structured as a limited liability company that registered with the SEC in 2020. Public records classify the firm as unclassified and list ownership as a combination of a domestic entity and an individual. The firm does not self-identify as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. Details on retail client segments, fee schedules, or day-to-day advisory activities were not provided in the source data.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Lacey Sabers

    Chief Financial OfficerCRD 7718236

Contacts

2 of 2
  • KYLE SCHOCK

    PartnerCRD 6929440

  • PAUL SCHOCK

    PartnerCRD 2200498

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SIOUX FALLS, SD

MINNEHAHA

Location

SIOUX FALLS, SD

Headquartered in SIOUX FALLS, SD, in the Midwest of the United States.

Region
Midwest
County
MINNEHAHA
Address
221 S Phillips Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth