18 WEST CAPITAL PARTNERS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
330697

Firm profile

FINTRX

Overview

18 West Capital Partners LLC operates as a small, privately held sponsor and general partner that primarily manages pooled investment vehicles. The firm’s public filings show it in the business of forming and running private funds, with a clear tilt toward venture capital activity. It does not appear to maintain a retail advisory book; instead, its activity centers on structuring and operating funds where it acts as sponsor, GP and managing member. Filings indicate a narrow, fund-focused model: modest fund sizes, a limited investor base and no reported advisory relationships with individual clients. The firm is not identified as an active ESG investor and is not registered as a multi-state advisory firm, reflecting a concentrated, fund-centric operating footprint rather than a broad wealth-management platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Adam Klotz

    Co-FounderCRD 7981436

  • ZACHARY GREENBERG

    Co-Founder & Managing PartnerCRD 5542023

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
1 Ferry Bldg
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth