ALMAZ CAPITAL PARTNERS, LTD

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

Firm details

Headquarters
PORTOLA VALLEY, California
CRD number
163790

Firm profile

FINTRX

Overview

Almaz Capital Partners, Ltd is organized as a corporation under individual ownership and is positioned to operate pooled investment vehicles rather than traditional advisory relationships. The firm is listed as a sponsor, general partner and managing member of pooled funds, and does not present itself as a multi-state adviser or an active ESG investor in the available data. Other typical advisory descriptors (fee structure, client segments, pension consulting) are not disclosed.

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

Contacts

2 of 2
  • GEOFFREY BAEHR

    General PartnerCRD 6131905

  • ALEXANDER GALITSKY

    Co-Founder and Managing PartnerCRD 6317470

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PORTOLA VALLEY, CA

SAN MATEO

Location

PORTOLA VALLEY, CA

Headquartered in PORTOLA VALLEY, 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 MATEO
Address
3130 Alpine Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth