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 organized as a limited liability company and has been SEC-registered since 2013. FINTRX classifies the firm as unclassified and lists the owner type as an individual. The data indicates the adviser is not a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, and does not act as a pension consultant. The firm did not provide descriptions of its advisory activities, investment approach, client types, fee structure or affiliations in the source material.

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

    Jay Goldfarb

    CEO and PartnerCRD 3239926

  • Judith Beck

    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