North Point Mergers And Acquisitions, Inc.
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 133300
- Registered since
- April 19, 2005
- Website
- www.nptma.com
Firm profile
FINTRXOverview
North Point Mergers And Acquisitions, Inc. is organized as a corporation and is registered with the SEC since 2005. The firm is classified as an investment bank rather than a traditional registered investment adviser or asset manager. Ownership is listed as a mix of a domestic entity and an individual. Available records indicate the firm does not act as a capital allocator and is not active on ESG investing. It is not designated as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser under the provided descriptors. There is no publicly supplied detail about client segments, fee schedules, or specific advisory activities.
Assets & Accounts
Investments & Alternatives
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
David Locala
ContractorCRD 1994545
Garrison Allen Cole
Chief Financial OfficerCRD 7895314
Contacts
3 of 48
Joshua Weinberg
Investment Banking AssociateCRD 7395887

Brian Oleniczak
Managing DirectorCRD 4999607

Murray Huneke
Managing DirectorCRD 1530966
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 580 California St
- Time zone
- PT (UTC-8)
- Office locations
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