DIGITAL MORTGAGE MANAGEMENT LP

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

Firm details

Headquarters
SEATTLE, Washington
CRD number
326935

Firm profile

FINTRX

Overview

Digital Mortgage Management LP operates as a limited partnership that serves as sponsor, general partner and managing member of pooled investment vehicles. The firm’s SEC registration details are limited, but its principal activity is fund management rather than retail advisory to individual clients. Public records show the firm concentrates on running at least one hedge fund vehicle and holding the GP/sponsor role, which indicates a manager-first orientation: structuring strategies, setting terms, and steering portfolio-level decisions for pooled capital. There is no indication the firm positions itself as an ESG investor or as a multi-state registered adviser, and it is not listed as a pension consultant or related adviser. Client-facing advisory services appear minimal or absent; the firm functions primarily as an allocator and operator of private pooled vehicles.

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
  • Gene Yoshida

    Principal & Portfolio ManagerCRD 7838555

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
1000 2nd Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth