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 and has been SEC-registered since 1998. Ownership is listed as individual rather than institutional or corporate. The firm's regulatory profile in the provided dataset is uncategorized beyond that basic registration information. The dataset flags several operational attributes: Kipling Capital is not identified as a capital allocator, is not marked as an active ESG investor, and is not designated as a multi-state or newly formed adviser. It also is not listed as a pension consultant or as a related adviser to another registered entity.
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
Shannon Dekker
Director of OperationsCRD 6586227
Frederick Bigony
President and ChairmanCRD 4870187
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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