K2 Capital Asset Management, LLC
Firm details
- Headquarters
- Hauppauge, New York
- CRD number
- 328298
- Registered since
- January 6, 2025
Firm profile
FINTRXOverview
K2 Capital Asset Management, LLC is organized as a limited liability company and is registered with the SEC as of 2025. The firm is individually owned and is recorded in the dataset as "Unclassified." Available filings indicate K2 is not a capital allocator, does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or related adviser. The dataset does not include descriptive detail on the firm's advisory activities, client segments, or fee structure.
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
2 of 2
Jeannette Gaston
Founder and CEOCRD 2500225
Brian Bohnaker
Owner & CEOCRD 1859029
Contacts
2 of 2Jason Zahtila
Vice PresidentCRD 4009691
William Wojtusiak
Financial ProfessionalCRD 5070010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hauppauge, NY
Suffolk
Location
Hauppauge, NY
Headquartered in Hauppauge, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Suffolk
- Address
- 150 Motor Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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