HAYSTACK MANAGEMENT COMPANY, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
292586
Registered since
April 2, 2018

Firm profile

FINTRX

Overview

Haystack Management Company, LLC is an SEC-registered limited liability company formed in 2018 that operates primarily as a sponsor and general partner in pooled investment vehicles. The firm’s activity centers on launching and managing private funds rather than running traditional advisory relationships for individual retail clients. It does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm’s operational role is focused on fund formation and GP-level management — sourcing deals, structuring pooled vehicles and overseeing portfolio company workstreams for invested businesses. Its public filings and activity show a clear emphasis on venture capital strategies as the core investment thesis.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • SEMIL SHAH

    PartnerCRD 6356608

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
548 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth