CRAIG-HALLUM CAPITAL GROUP LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
80
Avg account
$0

Firm details

Headquarters
MINNEAPOLIS, Minnesota
CRD number
121395
Registered since
August 23, 2002

Firm profile

FINTRX

Overview

Craig-Hallum Capital Group LLC is organized as a limited liability company and is recorded in FINTRX as having registered with the SEC in 2002. The firm is classified as an investment bank and is noted as being owned by a domestic entity with individual ownership interests. FINTRX does not list the firm as a capital allocator or as having defined advisory activities in its profile, which suggests its primary business is investment banking rather than traditional advisory or asset-management services. The profile flags several negative indicators for advisory activity: the firm is not identified as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. Those attributes support the view that Craig-Hallum operates more as a corporate finance/intermediary business than as a wealth manager or registered investment adviser with a geographically broad advisory footprint.

Assets & Accounts

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 3
  • JEANNIE SONSTEGARD

    Chief Financial OfficerCRD 1643359

  • STEVEN DYER

    CEOCRD 4341538

  • Christopher Jensen

    Chief Compliance OfficerCRD 3219762

Contacts

3 of 77
  • ALLEN GAHL

    Institutional Equity SalesCRD 2917564

  • Benjamin Taxdahl

    Equity Research AssociateCRD 8197140

  • AJAYKUMAR KASARGOD

    Institutional Equity SalesCRD 4051058

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MINNEAPOLIS, MN

HENNEPIN

Location

MINNEAPOLIS, MN

Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
323 Washington Ave N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth