2717 PARTNERS LP

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
329523
Registered since
January 30, 2025

Firm profile

FINTRX

Overview

2717 Partners LP is a limited partnership that registers with the SEC as of 2025 and operates in commodity/managed‑product roles. The firm is identified as a CPO or CTA and acts as sponsor, general partner and managing member for pooled investment vehicles. Ownership is a mix of a domestic entity and an individual; the firm is classified as unclassified in the available data. The firm does not present itself as a capital allocator, nor as an active ESG investor. It is not reported to be a multi‑state adviser, a pension consultant, or a related adviser to other advisory firms.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • HERBERT ROBSON

    Partner, CIOCRD 5537569

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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
2001 Union St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth