MIT Associates, LLC
Firm details
- Headquarters
- Tiburon, California
- CRD number
- 121171
- Registered since
- December 18, 2002
- Website
- www.mit-bd.com
Firm profile
FINTRXOverview
MIT Associates, LLC is an SEC‑registered limited liability company that has been on the books since 2002. The snapshot characterizes the firm as an unclassified adviser with ownership described as a mix of a domestic entity and an individual. The firm is not identified as a multi‑state adviser, a capital allocator, a pension consultant, or a related adviser. Available reporting does not list a client segmentation, fee schedule, or detailed advisory activities. The dataset also flags that MIT Associates is not an active ESG investor. Beyond those regulatory and status markers, the public snapshot provides limited detail about the firm’s investment approach or product lineup.
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
1 of 1
David Ford
CEOCRD 1188531
Contacts
3 of 10
Steven Thornton
PresidentCRD 4496384

Blake Zegarelli
Registered RepresentativeCRD 7076244

James Bonfils
Registered RepresentativeCRD 1594488
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tiburon, CA
Marin
Location
Tiburon, CA
Headquartered in Tiburon, 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
- 85 Eastview Ave
- Time zone
- PT (UTC-8)
- Office locations
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