LEADOUT CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PORTOLA VALLEY, California
CRD number
302030
Registered since
October 16, 2019

Firm profile

FINTRX

Overview

Leadout Capital Management, LLC operates primarily as a venture-focused fund manager rather than a traditional advisory firm for retail or high-net-worth clients. The firm is SEC-registered since 2019 and is organized as a limited liability company under individual ownership. Its regulatory footprint and self-description indicate it acts as sponsor, general partner and managing member of pooled investment vehicles, which implies hands-on portfolio company oversight and active sourcing of private equity opportunities rather than running model-driven liquid strategies. Investment activity centers on venture capital vehicles. The firm does not identify itself as an ESG investor, a multi-state adviser, or a pension consultant; instead, its primary allocation interest is private equity/venture equity through the pooled funds it sponsors and manages. That structure typically produces longer holding periods, concentrated equity stakes in portfolio companies, and GP-level responsibilities such as deal sourcing, diligencing, board representation and exit execution.

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

Contacts

2 of 2
  • ALISON ROSENTHAL

    Founder and Managing PartnerCRD 3104421

  • STEVEN BROWNLIE

    General PartnerCRD 2996907

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PORTOLA VALLEY, CA

SAN MATEO

Location

PORTOLA VALLEY, CA

Headquartered in PORTOLA VALLEY, 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
3130 Alpine Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth