444 MANAGEMENT SERVICES, LLC

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

Firm details

Headquarters
SAUSALITO, California
CRD number
320741

Firm profile

FINTRX

Overview

444 Management Services, LLC operates as a limited liability company that functions primarily as a sponsor and general partner for pooled investment vehicles. The firm’s public profile is centered on venture capital activity: it manages a small number of private funds rather than acting as a traditional advisory firm with retail or institutional advisory accounts. The firm is not listed as an active ESG investor, it does not operate as a multi-state adviser, and it does not present itself as a broad capital allocator. Its role as sponsor/GP/managing member implies active involvement in fund governance, deal selection and portfolio oversight for the vehicles it controls.

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
  • DOUGLAS RENERT

    PartnerCRD 6042413

  • JEFFREY BEACHER

    Managing PartnerCRD 2275528

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAUSALITO, CA

MARIN

Location

SAUSALITO, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
1001 Bridgeway
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth