BIG SKY ENERGY CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
BONITA SPRINGS, Florida
CRD number
165718
Registered since
March 14, 2013

Firm profile

FINTRX

Overview

Big Sky Energy Capital, LLC is a limited liability company that registered with the SEC in 2013 and is owned by an individual proprietor. The firm is classified as unclassified in the FINTRX snapshot, and the public record does not characterize it as a capital allocator, multi-state adviser, pension consultant, or related adviser. FINTRX also flags the firm as not being an active ESG investor and not newly formed. The firm has provided very limited public disclosure about its business model. There are no details about its advisory activities, target client segments, fee arrangements, or specific investment mandates in the available profile.

Assets & Accounts

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

Owners & executives

2 of 2
  • JAY GOLDFARB

    CEO and PartnerCRD 3239926

  • JUDITH BECK

    COO and PartnerCRD 5991191

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BONITA SPRINGS, FL

LEE

Location

BONITA SPRINGS, FL

Headquartered in BONITA SPRINGS, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
LEE
Address
4801 Bonita Bay Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth