GEODESIC INVESTMENTS, L.L.C
Firm details
- Headquarters
- FOSTER CITY, California
- CRD number
- 269936
- Registered since
- July 15, 2015
- Website
- www.geodesiccap.com
Firm profile
FINTRXOverview
Geodesic Investments, L.L.C. is a fund-focused investment manager that operates as a sponsor and general partner for pooled investment vehicles. Registered as an adviser in 2015, the firm is organized as a limited liability company with an individual owner. Its public filings classify it as unclassified and indicate it does not operate as a multi‑state adviser or active ESG investor. Geodesic’s business activity centers on structuring and managing private investment funds rather than providing separate, retail advisory services. The firm’s registered activities list it as sponsor, GP, and managing member of pooled vehicles, which frames its role as an allocator of pooled capital into private company opportunities. That structure typically means the firm sources deal flow, makes investment decisions at the fund level, and retains GP economics such as management fees and carried interest.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JONATHAN REZNECK
Partner and COOCRD 4854431
Contacts
2 of 2JOHN ROOS
Founding PartnerCRD 2514750
Matthew Fuller
PartnerCRD 7591895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FOSTER CITY, CA
SAN MATEO
Location
FOSTER CITY, CA
Headquartered in FOSTER CITY, 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 MATEO
- Address
- 950 Tower Ln
- Time zone
- PT (UTC-8)
- Office locations
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