ASTIA PARTNERS GP LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
312988

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Sharon Vosmek

    Chief Executive OfficerCRD 6752899

  • Victoria Pettibone

    CIO and Managing PartnerCRD 6747297

  • Omar Ali

    CFO, Managing PartnerCRD 7342974

Contacts

1 of 1
  • Evie Mulberry

    Managing DirectorCRD 7343952

Wealth teams

FINTRX

Newly hired reps

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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
2164 Hyde St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth