Capstone Partners

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
194
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 has been SEC-registered since 2005. The firm is classified in the data as an investment bank rather than as a traditional capital allocator or asset-management-first RIA. The record also indicates ownership structure tied to domestic entities and individuals. The firm is not identified as a capital allocator and is marked as not being an active ESG investor. It is not listed as a multi-state adviser, not newly formed, and is not designated as a pension consultant or a related adviser in the available profile fields. Specifics about its business lines, advisory offerings, fee models, or client segments were not included in the provided information.

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
  • John Szwagulak

    John Szwagulak

    SVP, Chief Compliance OfficerCRD 4033023

  • Paul Janson

    Paul Janson

    Chief Operating OfficerCRD 4992234

  • Mark Casper

    Mark Casper

    Chief Financial OfficerCRD 6682711

Unlock 2 more executives

Contacts

3 of 189
  • Peter Slowik

    Peter Slowik

    DirectorCRD 5692600

  • Jacob Berish

    Jacob Berish

    AssociateCRD 7804184

  • Frank Walsh

    Frank Walsh

    Investment Banking AnalystCRD 7752612

Unlock 186 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth