ETHOS MANAGER LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
310619
Registered since
September 29, 2020

Firm profile

FINTRX

Overview

Ethos Manager LLC is an SEC-registered limited liability company that began registration in 2020 and is owned by an individual. The firm does not present itself as a capital allocator or an ESG-focused investor and is not registered as a multi-state adviser. Its business footprint, based on reported activities, centers on acting as an investment adviser outside the traditional advisory-client model while also functioning as a real estate broker and as a sponsor, general partner, or managing member of pooled investment 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

Owners & executives

1 of 1
  • John Andreini

    Chief Compliance OfficerCRD 7213358

Contacts

1 of 1
  • Michael Eddy

    General Partner and Co-FounderCRD 7293780

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
550 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth