Capstone Partners
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 132185
- Registered since
- January 13, 2005
- Website
- www.capstonepartners.com
Firm profile
FINTRXOverview
Capstone Partners is organized as a limited liability company and was first registered with the SEC in 2005. FINTRX classifies the firm as an investment bank rather than a capital allocator or traditional asset manager. Ownership is identified as a mix of a domestic entity and individual owners. The firm is not recorded as an active ESG investor and is not listed as a multi-state adviser in the available data.
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
3 of 6
John Szwagulak
SVP, Chief Compliance OfficerCRD 4033023
Thomas Hohenstein
Chief Financial OfficerCRD 3123815
Paul Janson
Chief Operating OfficerCRD 4992234
Contacts
3 of 196
Peter Slowik
DirectorCRD 5692600
Jacob Berish
AssociateCRD 7804184
Frank Walsh
Investment Banking AnalystCRD 7752612
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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