1EP MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
334546
Registered since
January 10, 2025

Firm profile

FINTRX

Overview

1ep Management LLC operates primarily as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional retail RIA serving individual advisory clients. The firm is organized as a limited liability company and is listed as SEC-registered effective 2025. Public filings classify the adviser as unclassified and indicate it does not operate as a capital allocator or an active ESG investor. The firm's stated activities point to fund formation, GP governance and manager-level decision-making for privately offered pooled structures. Investment emphasis is on private pooled vehicles labeled in filings as "Other" strategies rather than a long-only public equities or retail advisory lineup. That positioning suggests a focus on bespoke strategies or funds that sit outside standard mutual fund, ETF or registered investment company formats. The adviser is not flagged as a multi-state adviser, pension consultant, or related adviser in the available dataset.

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

3 of 4
  • JULIA FELDMAN

    Managing DirectorCRD 3278699

  • ALISON KILLILEA

    Managing DirectorCRD 3124443

  • Efrat Turgeman Khayat

    Managing DirectorCRD 8029098

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
855 El Camino Real
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth