Btig, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
523
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 is identified as operating in an investment bank capacity. Ownership is reported as a combination of a domestic corporate entity and at least one individual. The firm is not described as a capital allocator and is not identified as an active ESG investor. The available record does not include detail on client segments, fee schedules, or specific advisory activities. The firm is also not marked as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the source data.

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 10
  • 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 513
  • 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