Big Sky Energy Capital, LLC

Broker-DealerFINRA Member
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 organized as a limited liability company and is owned by an individual. The firm is classified as an investment bank and placement agent, which signals its primary role is intermediation in capital markets—sourcing investors and facilitating private placements—rather than acting as a traditional asset manager for retail or institutional client portfolios. Public data indicates the firm does not position itself as a capital allocator or an active ESG investor. It is not identified as a multi-state adviser, a pension consultant, or a related adviser to another registered advisory entity. Those characteristics align with a placement-agent business model focused on transaction execution and investor introductions rather than ongoing portfolio management.

Assets & Accounts

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

    Jay Goldfarb

    CEO and PartnerCRD 3239926

  • Judith Beck

    Judith Beck

    COO and PartnerCRD 5991191

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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