Capstone Partners
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 132185
- Registered since
- January 13, 2005
- Website
- www.capstonepartners.com
Firm profile
FINTRXOverview
Capstone Partners is organized as a limited liability company and is classified in the source data as an investment bank. Ownership is indicated as a mix of a domestic corporate entity and individual stakeholders. The firm is not designated as a capital allocator and is marked as not being an active ESG investor. The data does not include descriptions of client segments, fee schedules, or detailed advisory service lines. Several regulatory/operational flags in the record also show the firm is not listed as a multi-state adviser, not a pension consultant, not a related adviser, and not newly formed.
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 5
Ryan Dunlap
Financial Advisor & CEOCRD 5075029

John Szwagulak
SVP, Chief Compliance OfficerCRD 4033023

Paul Janson
Chief Operating OfficerCRD 4992234
Contacts
3 of 209
Jennifer Collins
Compliance Section ManagerCRD 6086595

James Mclaren
Managing DirectorCRD 329193

Christopher Smith
Senior AdvisorCRD 1071083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 10 Post Office Sq
- Time zone
- ET (UTC-5)
- Office locations
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