CHERRYROCK CAPITAL
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 328891
- Registered since
- November 21, 2023
Firm profile
FINTRXOverview
Cherryrock Capital is organized as a limited liability company and registered with the SEC in 2023. The firm operates as an investment manager primarily through pooled private vehicles, serving as sponsor, general partner and managing member rather than as a traditional advisory business with retail clients. Its public filings identify it as an individual-owned, unclassified adviser that has not positioned itself as an ESG investor or a multi-state advisory platform. The firm’s activity centers on allocating capital into privately held companies via a single venture vehicle.
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
1 of 1Stacy Brown-Philpot
ManagerCRD 7826590
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
- 2370 Market St
- Time zone
- PT (UTC-8)
- Office locations
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