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 classified as an investment bank focused on M&A activity rather than as an asset manager. The firm is SEC-registered since 2005 and is owned by a combination of a domestic entity and an individual. Registry fields indicate it does not act as a capital allocator, is not an active ESG investor, and is not set up as a multi-state investment adviser or pension consultant. Advisory and business-activity details were not provided, which aligns with the profile of a deal-focused investment bank rather than a discretionary wealth manager.
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
David Locala
ContractorCRD 1994545
Garrison Allen Cole
Chief Financial OfficerCRD 7895314
Contacts
3 of 48
Murray Huneke
Managing DirectorCRD 1530966

Helene Postrel
FinOpCRD 2240945

David Jacquin
FounderCRD 2380441
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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