LEITMOTIF
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 329025
- Registered since
- December 1, 2023
Firm profile
FINTRXOverview
Leitmotif is a limited liability company that functions primarily as the sponsor and general partner/managing member of pooled investment vehicles. Registered with the SEC in 2023, the firm’s public footprint shows no retail advisory client base or multi-state advisory activity; instead, its activity centers on running pooled private funds. Leitmotif is not listed as a capital allocator or an active ESG investor. The firm’s investment approach is driven by fund-level management rather than by one-off advisory relationships, which indicates a focus on sourcing, structuring and operating private-asset investments through a single fund vehicle.
Assets & Accounts
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
1 of 1Benjamin Painter
CFOCRD 7840109
Contacts
2 of 2JENS WIESE
Managing MemberCRD 7840137
MATTHEW TREVITHICK
Co-FounderCRD 2683239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALO ALTO, CA
SANTA CLARA
Location
PALO ALTO, CA
Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 265 Lytton Ave
- Time zone
- PT (UTC-8)
- Office locations
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