EMERGENCE EQUITY MANAGEMENT, INC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
9
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
161547
Registered since
March 28, 2012

Firm profile

FINTRX

Overview

Emergence Equity Management, Inc. is a corporation registered with the SEC since 2012. Public records classify the firm as an adviser and sponsor that serves as a general partner and managing member of pooled investment vehicles rather than operating primarily as a retail advisory business. The firm is owned by an individual, is not designated as a multi-state adviser, and is not identified as an active ESG investor. The available profile does not list a public advisory client base or a traditional advisory fee schedule. The firm's activity appears to center on creating and managing private investment vehicles rather than acting as a capital allocator to external managers. That positioning is consistent with the listed industry affiliations (other investment adviser and sponsor, GP, managing member of pooled investment vehicles).

Public Holdings

Investments & Alternatives

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

Owners & executives

2 of 2
  • KRISTINA LANDERS

    Chief Financial OfficerCRD 8066177

  • JULIE BELL

    Chief Operating Officer and PartnerCRD 7522741

Contacts

3 of 7
  • JASON GREEN

    Founder & General PartnerCRD 6036308

  • SANTIAGO SUBOTOVSKY

    General PartnerCRD 6460582

  • Jacob Saper

    General PartnerCRD 7353485

Unlock 4 more contacts

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
5 Ste 102
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth