Aquilo Partners, L.P.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
114909
Registered since
January 24, 2002

Firm profile

FINTRX

Overview

Aquilo Partners, L.P. is listed as a partnership-style firm operating under the classification of an investment bank and registered with the SEC in 2002. FINTRX identifies the ownership as individual-held rather than institutional. The dataset flags the firm as not acting as a capital allocator and not active on ESG matters; it is also not characterized as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Available records provide little detail about the firm’s business model or client-facing activities. FINTRX does not supply information on client segments, fee schedules, AUM, advisory services, or affiliated activities for Aquilo Partners, L.P., and the firm has not submitted materials describing its investment approach or product set.

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

3 of 9
  • Jason Yip

    Jason Yip

    Managing DirectorCRD 4446295

  • Kelly Gross

    Kelly Gross

    Vice PresidentCRD 6791354

  • John Rumsey

    John Rumsey

    Managing DirectorCRD 2017165

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
601 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth