IPO BOUTIQUE LLC
TAMPA, FLORIDA

IPO Boutique LLC is a specialized financial advisory firm dedicated to investment research for Initial Public Offerings (IPOs) and secondary offerings. The company was founded by Scott Horn and Walter Horn in March 2006, located at 3502 W. San Jose Street, Tampa, FL. With headquarters set in Hillsborough County, Florida, IPO Boutique LLC operates under the legal status of a 'Florida Models.Dos.FloridaCompanyStatus' with a filing number L10000023636. Led by co-founders Scott and Walter Horn, both with rich backgrounds in finance and information systems, the company benefits from a distinguished advisory board. Scott Horn, an experienced trader since age 15, holds dual degrees in Accounting and Small Business from Northeastern University and advanced business qualifications from Temple University’s Richard J. Fox School of Business. His professional journey has included roles as a corporate controller and vice president at a hedge fund. Walter 'Walt' Sweet, the other co-founder, is a former Professional Engineer with significant experience in Artificial Intelligence and Operations Research. With academic backgrounds from Carnegie Mellon and Point Park University, Walt brought his expertise to numerous mergers and acquisitions during his previous tenure at a Fortune 200 corporation. The advisory team also includes Jeffrey D Zell (President) and Daniel R Zell (Vice President), who bring over a decade of experience in stock markets and extensive knowledge of the IPO market. Jeffrey, after a successful career as a Sports Anchor, joined IPO Boutique LLC in 2014 and became a partner in 2017 due to his meticulous research practices and deep understanding of market dynamics. Other key members include Kristi and Sue, offering diverse backgrounds with insights from healthcare administration, financial case management, entrepreneurship, science (Chemistry), mathematics, physics, IT/IS Project Management, and database applications. Dave's role as a Microsoft Accredited Professional leverages his experience at EDGAR Online, Inc., enriching the team's analytical capabilities. IPO Boutique LLC is noted for having surpassed 10,000 IPO's and secondary transactions with recommendations benefiting traders ranging from novices to market veterans. The firm’s commitment to detailed analysis of every filed offering equips investors with informed decisions on speculative investments, supported by over a decade of continuous updates since their last annual report dated January 7, 2025. The company maintains a strong presence in North American and global markets through partnerships with prestigious underwriters. Prospective clients can visit the firm’s official website at ipoboutique.com for more information or contact them directly via phone at (704) 665-7558.