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 is classified in FINTRX as an investment bank and placement agent. The firm registered with the SEC in 2022. According to the snapshot data, it does not act as a capital allocator and is not identified as an active ESG investor. FINTRX lists the owner type as a domestic entity and individual ownership, and indicates the firm is not a multi-state adviser, not a newly formed adviser in the sense used by the data field, and not a pension consultant or related adviser. The source file does not provide detailed entries for the firm’s fee model, client segments, or specific advisory or transactional services beyond the placement-agent/investment-bank classification. That positioning implies the business is oriented toward arranging capital or distribution rather than managing pooled client assets on an ongoing advisory basis.
Assets & Accounts
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 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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