BEE PARTNERS MANAGEMENT COMPANY, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LAFAYETTE, California
CRD number
161796
Registered since
February 24, 2012

Firm profile

FINTRX

Overview

BEE Partners Management Company, LLC is a limited liability company that has been SEC-registered since 2012 and is owned by an individual. The firm does not present itself as a capital allocator or a multi-state adviser, and it is not identified as an active ESG investor or a pension consultant. Its principal role is operating as a sponsor, general partner and managing member of pooled investment vehicles rather than acting as a traditional retail or advisory practice.

Assets & Accounts

Investments & Alternatives

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
  • MICHAEL BEROLZHEIMER

    Founder & Managing PartnerCRD 4319522

  • MICHELLE BEROLZHEIMER

    MemberCRD 6030700

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LAFAYETTE, CA

CONTRA COSTA

Location

LAFAYETTE, CA

Headquartered in LAFAYETTE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
3559 Mt Diablo Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth