Kipling Capital, Inc.
Firm details
- Headquarters
- Mill Valley, California
- CRD number
- 41196
- Registered since
- April 23, 1998
- Website
- www.kiplingcapital.com
Firm profile
FINTRXOverview
Kipling Capital, Inc. is organized as a corporation with individual ownership. Publicly available records for the firm are sparse: it is classified as "Unclassified" and the dataset marks it as not a capital allocator, not an active ESG investor, not a pension consultant, not a related adviser, not a multi-state adviser, and not newly formed. The firm did not provide descriptions of its advisory or business activities, fee structure, or client base in the source material, so its target clients and service model are not documented here.
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
Contacts
3 of 7
Richard Hake
Principal and FounderCRD 852030

Samuel Skinner
Principal & DirectorCRD 1543650

Paul Roesler
Principal And Managing DirectorCRD 2324720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mill Valley, CA
Marin
Location
Mill Valley, CA
Headquartered in Mill Valley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 100 Shoreline Hwy
- Time zone
- PT (UTC-8)
- Office locations
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