AMBERSTONE

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
316613
Registered since
August 27, 2021

Firm profile

FINTRX

Overview

Amberstone LLC is a limited liability company that registered with the SEC in 2021 and is owned by an individual. The firm is organized around managing private pooled vehicles rather than acting as a traditional retail adviser: its reported industry roles include serving as an investment adviser and sponsor, and acting as a general partner and managing member of pooled investment vehicles. Amberstone is not identified as a capital allocator, is not a multi-state adviser, and does not report active ESG investing activity.

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
  • Alexander Bernstein

    Managing PartnerCRD 7431975

  • James Graham

    Managing PartnerCRD 7344017

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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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
1593 N Point St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth