BTIG, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
508
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
122225
Registered since
December 6, 2002

Firm profile

FINTRX

Overview

Btig, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm has been SEC-registered since 2002 and is identified as owned by a domestic entity and an individual. FINTRX notes the firm is not a capital allocator and is not an active ESG investor. Several supervisory/registration flags in the snapshot identify Btig, LLC as not a multistate adviser, not a newly formed adviser, and not a pension consultant or related adviser. The record provides little detail about client segments, fee schedules, or the specific advisory services the firm offers. That absence, together with the investment-bank classification, suggests Btig operates in capacities other than traditional retail or institutional discretionary asset management, but the public profile does not enumerate its business lines.

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

3 of 8
  • AUSTIN HAMILTON

    Chief Compliance OfficerCRD 2592315

  • ANTON LEROY

    Chief Executive OfficerCRD 2862204

  • KYLE CZEPIEL

    Chief Operating OfficerCRD 2360785

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Contacts

3 of 500
  • MARK BARATTA

    Sr. Vice PresidentCRD 4044772

  • DAVID FOERTSCH

    Managing Director, Institutional Equity SalesCRD 3029025

  • BERGE MARANGOSIAN

    OperationsCRD 4180693

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
350 Bush St
Time zone
PT (UTC-8)
Office locations

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