CONVICTION PARTNERS, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 324113
- Registered since
- November 15, 2022
- Website
- www.conviction.com
Firm profile
FINTRXOverview
Conviction Partners, LLC is a limited liability company that registered with the SEC in 2022 and is owned by an individual. The adviser operates primarily as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional retail advisory firm. Public filings identify the firm as unclassified and not an active ESG investor; it is not registered as a multi-state adviser. Conviction Partners’ activity centers on venture capital fund management. Its business model is oriented toward operating closed-end funds where the firm serves in a fiduciary and managerial capacity for those pooled vehicles.
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
2 of 2SARAH GUO
MemberCRD 5945369
Michael Vernal
PartnerCRD 6895069
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
- 660 York St
- Time zone
- PT (UTC-8)
- Office locations
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