LOCK 8 PARTNERS
Firm details
- Headquarters
- New York, New York
- CRD number
- 319731
- Registered since
- June 11, 2025
- Website
- www.lock8partners.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Lock 8 Partners is organized as a limited liability company and is classified as a venture capital fund adviser. The firm registered with the SEC in 2025 and serves an institutional client base. Its advisory activity centers on portfolio management for pooled investment vehicles; it also functions in sponsor and general-partner roles and as the managing member of those vehicles. Ownership is held by an individual. Fee arrangements include asset-based fees, fixed fees and performance-based compensation consistent with private capital structures. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
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
Owners & executives
1 of 1JONATHAN SAAD
Chief Compliance Officer and Vice PresidentCRD 8063352
Contacts
1 of 1TODD GIBBY
Founder & PartnerCRD 2458267
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 1 Pennsylvania Plz
- Time zone
- ET (UTC-5)
- Office locations
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