INTERWEST PARTNERS
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 160677
- Registered since
- March 30, 2012
- Website
- www.interwest.com
Firm profile
FINTRXOverview
Interwest Partners is a corporate investment adviser that operates mainly as a fund sponsor and general partner rather than as a traditional retail RIA. The firm is SEC-registered (2012) and structures pooled investment vehicles, serving as an adviser and managing member for those vehicles. Interwest Partners does not present itself as a multi-state retail adviser, is not characterized as a capital allocator, and is not an active ESG investor. Its public filings and activity suggest a focus on concentrated stakes—both in private venture capital vehicles and a small number of public equity positions.
Assets & Accounts
Public Holdings
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
2 of 2KHALED NASR
General Partner & Chief Operating OfficerCRD 6049436
KAREN WILSON
Chief Financial OfficerCRD 6043969
Contacts
3 of 15BRUCE CLEVELAND
MemberCRD 6043994
DOUGLAS PEPPER
MemberCRD 2648288
KIMBERLY PEPPER
MemberCRD 6049438
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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