Kipling Capital, Inc.
Firm details
- Headquarters
- Mill Valley, California
- CRD number
- 41196
- Registered since
- April 23, 1998
- Website
- www.kiplingcapital.com
Firm profile
FINTRXOverview
Kipling Capital, Inc. is a corporately organized SEC-registered investment adviser that has been on the SEC register since 1998. The firm is individually owned and listed as an "unclassified" adviser in the available snapshot. The record indicates Kipling Capital is not a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. The firm did not supply detail on its client segments, fee schedules, specific advisory services or core business activities in the source data. The absence of that information makes it difficult to assess the adviser’s target client types or service model from public records alone.
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
Contacts
3 of 7
Shannon Dekker
Director of OperationsCRD 6586227

Frederick Bigony
President and ChairmanCRD 4870187

Paul Roesler
Principal And Managing DirectorCRD 2324720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mill Valley, CA
Marin
Location
Mill Valley, CA
Headquartered in Mill Valley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 100 Shoreline Hwy
- Time zone
- PT (UTC-8)
- Office locations
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