Btig, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 122225
- Registered since
- December 6, 2002
- Website
- www.btig.com
Firm profile
FINTRXOverview
Btig, LLC is organized as a limited liability company and has been SEC-registered since 2002. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. The record lists the owner type as a combination of a domestic entity and individual ownership. The firm is not flagged as an active ESG investor, not identified as a multi-state adviser, and is not described as a pension consultant or related adviser in the FINTRX snapshot. Several typical advisory descriptors — client base, fee structure, business activities and specific advisory activities — are not provided in the source data.
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
Owners & executives
3 of 8
Brian Endres
Managing Director and Chief Financial OfficerCRD 2673131

Kyle Czepiel
Chief Operating OfficerCRD 2360785

Jennifer Mermel
Chief Strategy OfficerCRD 2589764
Contacts
3 of 512
David Forster
Managing DirectorCRD 5650187

Josef-michael Martin
Vice PresidentCRD 6970885
Michael Passaro
Head of Equity Capital MarketsCRD 6278153
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 350 Bush St
- Time zone
- PT (UTC-8)
- Office locations
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