GROUNDWORK MANAGEMENT PARTNERS, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 325606
Firm profile
FINTRXOverview
Groundwork Management Partners, LLC is a limited liability company that operates in the financial advisory space. The firm is characterized by its unclassified status and domestic entity ownership. While specific details regarding its investment preferences and manager allocation interests are not disclosed, the firm does not position itself as a capital allocator and does not engage in pension consulting. Groundwork Management Partners does not actively pursue ESG investments and is not classified as a multi-state adviser or newly formed adviser.
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
Location
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
- 548 Market St
- Time zone
- PT (UTC-8)
- Office locations
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