AMERICA COSTONE INVESTMENT ADVISERS INC.
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 328134
- Registered since
- August 21, 2023
Firm profile
FINTRXOverview
America Costone Investment Advisers Inc. is a corporate investment adviser registered with the SEC in 2023. The firm is owned by a combination of a foreign entity and an individual and is classified as unclassified in the provided snapshot. It lists its industry affiliation as "Other Investment Adviser" and is not identified as a capital allocator, active ESG investor, multi-state adviser, pension consultant, or related adviser. Available information indicates the firm operates primarily through private funds rather than traditional retail or institutional advisory accounts. The absence of reported advisory clients and the presence of multiple private equity funds suggest the organization’s activity centers on managing pooled vehicles and direct private-market investments rather than discretionary household asset allocation.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Wei ZHANG
DirectorCRD 7798099
Shuang Ning Wu
DirectorCRD 8150098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALO ALTO, CA
SAN MATEO
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
- SAN MATEO
- Address
- Geng Rd
- Time zone
- PT (UTC-8)
- Office locations
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