KOAN PARTNERS LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 324304
Firm profile
FINTRXOverview
Koan Partners LLC is organized as a limited liability company and appears to be an individually owned, small-scale adviser. Publicly available snapshots show the firm is not identified as a capital allocator, does not present itself as an active ESG investor, and is not designated as a multistate or newly formed adviser. Details about its advisory model, client segments, fee schedule and broader business activities are not disclosed in the provided data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1GREGORY HUANG
ManagerCRD 5153965
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
- 447 Sutter St
- Time zone
- PT (UTC-8)
- Office locations
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