EARTHSHOT VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
319474
Registered since
April 6, 2022

Firm profile

FINTRX

Overview

Earthshot Ventures is organized as a limited liability company and registered with the SEC in 2022. The firm is owned by an individual and is recorded as unclassified in the available data. Earthshot lists its role as sponsor, general partner and managing member of pooled investment vehicles, indicating its business model centers on operating private investment vehicles rather than providing traditional advisory services to retail clients. The firm is not identified as an active ESG investor, is not designated a multi-state adviser, and is not described as a pension consultant or related adviser.

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

2 of 2
  • Dawn Lippert

    Founding PartnerCRD 7520599

  • Michael Jackson

    Managing PartnerCRD 6595136

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
447 Sutter St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth