Btig, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
520
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
122225
Registered since
December 6, 2002

Firm profile

FINTRX

Overview

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

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

3 of 8
  • Brian Endres

    Brian Endres

    Managing Director and Chief Financial OfficerCRD 2673131

  • Kyle Czepiel

    Kyle Czepiel

    Chief Operating OfficerCRD 2360785

  • Jennifer Mermel

    Jennifer Mermel

    Chief Strategy OfficerCRD 2589764

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Contacts

3 of 512
  • David Forster

    David Forster

    Managing DirectorCRD 5650187

  • Josef-michael Martin

    Josef-michael Martin

    Vice PresidentCRD 6970885

  • Michael Passaro

    Head of Equity Capital MarketsCRD 6278153

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth