CRAFTSMAN MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN RAMON, California
CRD number
299245

Firm profile

FINTRX

Overview

Craftsman Management LLC is organized as a limited liability company and appears to operate as an active sponsor and general partner for pooled investment vehicles. The firm is described as owner-operated (individual owner) and is classified in the source as unclassified. It does not identify as an active ESG investor, is not listed as a multi-state adviser, and is not characterized as a capital allocator in the available data. The firm’s public record does not show a year of SEC registration.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • MATTHEW SETO

    Portfolio ManagerCRD 4172403

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 RAMON, CA

CONTRA COSTA

Location

SAN RAMON, CA

Headquartered in SAN RAMON, 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
3001 Bishop Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth