Capstone Partners

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
214
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
132185
Registered since
January 13, 2005

Firm profile

FINTRX

Overview

Capstone Partners is organized as a limited liability company and is classified in the source data as an investment bank. Ownership is indicated as a mix of a domestic corporate entity and individual stakeholders. The firm is not designated as a capital allocator and is marked as not being an active ESG investor. The data does not include descriptions of client segments, fee schedules, or detailed advisory service lines. Several regulatory/operational flags in the record also show the firm is not listed as a multi-state adviser, not a pension consultant, not a related adviser, and not newly formed.

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 5
  • Ryan Dunlap

    Ryan Dunlap

    Financial Advisor & CEOCRD 5075029

  • John Szwagulak

    John Szwagulak

    SVP, Chief Compliance OfficerCRD 4033023

  • Paul Janson

    Paul Janson

    Chief Operating OfficerCRD 4992234

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Contacts

3 of 209
  • Jennifer Collins

    Jennifer Collins

    Compliance Section ManagerCRD 6086595

  • James Mclaren

    James Mclaren

    Managing DirectorCRD 329193

  • Christopher Smith

    Christopher Smith

    Senior AdvisorCRD 1071083

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
10 Post Office Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth