COLD BORE CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
307725
Registered since
February 16, 2020

Firm profile

FINTRX

Overview

Cold Bore Capital is a limited liability company that operates within the investment advisory space. Established in 2020, the firm focuses on managing private equity funds and has developed a niche in advising pooled investment vehicles. While it does not actively engage in ESG investing or serve as a pension consultant, Cold Bore Capital is involved in various investment activities and has affiliations with other investment advisers and sponsors. The firm is structured to cater to a specific client base, though details regarding its fee structure and business activities remain unspecified.

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

Contacts

1 of 1
  • SERGIO ZEPEDA

    Managing PartnerCRD 7230612

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
311 S Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth