HIGHLAND CREEK PARTNERS MANAGEMENT, LP

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN MATEO, California
CRD number
336611

Firm profile

FINTRX

Overview

Highland Creek Partners Management, LP is organized as a limited partnership that functions principally as a sponsor and general partner for pooled investment vehicles. The firm’s public profile centers on managing private venture capital funds rather than operating as a traditional registered advisor serving retail or institutional advisory accounts. Ownership is recorded as a domestic entity and individual structure. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser or a capital allocator in available records.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Steve Lau

    PartnerCRD 8100107

  • Rameez Ansari

    PartnerCRD 8100111

  • WILLIAM WANG

    PartnerCRD 5198317

Unlock 1 more contacts

Wealth teams

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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 MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, 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
3182 Campus Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth