ANAGRAM ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 327114
- Registered since
- May 30, 2025
Firm profile
FINTRXOverview
Anagram Asset Management, LLC is a limited liability company that registers as an SEC adviser in 2025 and operates primarily as a sponsor and general partner of pooled investment vehicles. The firm’s activity centers on running private funds rather than serving a retail advisory client base: filings show no separate advisory client accounts and its principal role is as sponsor, GP and managing member for pooled vehicles. It is not flagged as an active ESG investor and is not reported as a multi-state advisory platform; the firm is classified as unclassified in the available dataset. Anagram’s visible allocation focus is concentrated on privately negotiated equity opportunities—private equity and venture capital—using pooled fund structures to aggregate investor capital and deploy into private-company opportunities. Its organizational footprint and reported metrics suggest a small, fund-centric manager rather than a broad-based registered investment advisory practice.
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
3 of 4John Zampolin
ManagerCRD 7748734
DAVID FEIOCK
ManagerCRD 5683842
JOSEPH EAGAN
Co-FounderCRD 5517074
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 292 Ivy St
- Time zone
- PT (UTC-8)
- Office locations
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