HEADLINE GROWTH MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
presidio, California
CRD number
323219
Registered since
August 25, 2022

Firm profile

FINTRX

Overview

Headline Growth Management, LLC is a manager that operates primarily as a sponsor and general partner of pooled investment vehicles, with its regulatory registration coming in 2022. The firm’s public profile shows a clear focus on private fund activity rather than traditional advisory relationships with retail clients or pensions. It is classified as an unclassified LLC with an individual owner structure and is not positioned as a multi-state adviser, pension consultant, or capital allocator to other managers. Headline Growth Management is not identified as an active ESG investor. The firm's footprint in private funds, and its stated role as sponsor/GP/managing member, signals that its investment activity centers on originating, structuring and managing pooled vehicles rather than running separate advisory accounts. That organizational posture typically drives a focus on managing fund-level economics, LP relationships and portfolio company management rather than delivering advisory services to individual household clients.

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
  • PATRICK REILLY

    CFOCRD 6459798

Contacts

3 of 4
  • SHALINI RAO

    PartnerCRD 8067413

  • THOMAS GIESELMANN

    Founding PartnerCRD 6017677

  • MATHIAS SCHILLING

    Founding PartnerCRD 6017674

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

presidio, CA

SAN FRANCISCO

Location

presidio, CA

Headquartered in presidio, 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
101 Montgomery St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth