B&D Capital Partners, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 314406
- Registered since
- August 9, 2022
Firm profile
FINTRXOverview
B&D Capital Partners, LLC is organized as a limited liability company and registered with the SEC in 2022. Public records classify the firm as an investment bank and placement agent rather than as a capital allocator or traditional advisory asset manager. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser in the available data.
Assets & Accounts
Investments & Alternatives
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 2Jason Houseman
Registered RepresentativeCRD 6893909
Angela Fiala
FinOpCRD 5163386
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 211 East Blvd
- Time zone
- ET (UTC-5)
- Office locations
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