ASTIA PARTNERS GP LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 312988
- Website
- www.astia.org
Firm profile
FINTRXOverview
Astia Partners Gp LLC is organized as a limited liability company that functions principally as a sponsor and general partner/ managing member of pooled investment vehicles. Its regulatory and business-classification fields are sparse: the firm is identified as a domestic entity and individual ownership structure, is not designated as a multi-state adviser, and is not marked as an active ESG investor or pension consultant. The data indicates the firm’s primary activity is operating at the fund-manager level rather than acting as a traditional retail advisory practice.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Sharon Vosmek
Chief Executive OfficerCRD 6752899
Victoria Pettibone
CIO and Managing PartnerCRD 6747297
Omar Ali
CFO, Managing PartnerCRD 7342974
Contacts
1 of 1Evie Mulberry
Managing DirectorCRD 7343952
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
- 2164 Hyde St
- Time zone
- PT (UTC-8)
- Office locations
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