FOOTWORK MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
315000
Registered since
June 4, 2021

Firm profile

FINTRX

Overview

Footwork Management, LLC is organized as a limited liability company and operates primarily as a manager and sponsor of pooled investment vehicles. The firm serves in sponsor, general partner and managing member roles rather than as a traditional retail advisory practice: it is set up to run private fund strategies, with an expressed focus on venture capital. The firm is not flagged as an active ESG investor and is structured as a single-owner entity. Its regulatory profile and status indicate fund-management activity rather than multi-state retail advisory coverage or pension consulting. As a sponsor and GP, Footwork Management concentrates on sourcing, structuring and overseeing private company investments through pooled vehicles. That positioning implies a governance and capital-call model typical of venture funds: the firm makes portfolio construction and exit decisions at the fund level and manages relationships with limited partners rather than running many individual client accounts.

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
  • MICHAEL SMITH

    President and COOCRD 3116663

Contacts

1 of 1
  • NIKHIL BASU TRIVEDI

    Co-FounderCRD 7082430

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
2430 3rd St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth