TALKOT CAPITAL, LLC
Firm details
- Headquarters
- CORTE MADERA, California
- CRD number
- 164231
- Registered since
- March 30, 2016
Firm profile
FINTRXOverview
Talkot Capital, LLC is a privately held limited liability company that registered with the SEC in 2016 and is owned by an individual. The firm is listed as engaging in "Other Financial Product Salesperson" activities rather than conventional retail wealth management or institutional advisory services. Regulatory filings classify the adviser as unclassified; it does not identify itself as a capital allocator, multi-state adviser, pension consultant, or related adviser. Talkot Capital is not flagged as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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
2 of 2THOMAS AKIN
Managing PartnerCRD 852587
KYLE AKIN
Co-Managing MemberCRD 5164024
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORTE MADERA, CA
MARIN
Location
CORTE MADERA, CA
Headquartered in CORTE MADERA, 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 Meadowcreek Dr
- Time zone
- PT (UTC-8)
- Office locations
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