Aquilo Partners, L.P.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
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 organized as a partnership and classified in the snapshot data as an investment bank. The firm is owned by an individual principal and does not present itself as a capital allocator. The available profile does not list business activities, advisory services, client segments, or fee arrangements, so public details on how the firm sources and serves clients are limited. The snapshot flags Aquilo Partners as not engaging in active ESG investing, not acting as a pension consultant, and not operating as a related adviser. It is also marked as not a multi-state adviser in the data 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 10
  • John Rumsey

    John Rumsey

    Managing DirectorCRD 2017165

  • Helene Postrel

    Helene Postrel

    FinOpCRD 2240945

  • James Zanze

    James Zanze

    Managing DirectorCRD 2276354

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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