LOCKSTEP PARTNERS MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
336770

Firm profile

FINTRX

Overview

Lockstep Partners Management, LLC is a small, single-owner limited liability company that operates as a sponsor and general partner of pooled investment vehicles with a clear focus on venture capital. The firm’s regulatory footprint indicates it does not function as a multi-state adviser or a pension consultant and does not list ESG as an active investment focus. Its primary activity is acting as GP/sponsor for at least one pooled vehicle rather than managing retail advisory accounts, which points to a business model centered on sourcing, structuring and managing private-company investments through fund vehicles.

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

Owners & executives

1 of 1
  • Lucas Moody

    Chief Information Security OfficerCRD 8154856

Contacts

1 of 1
  • Rinki Sethi

    Founding PartnerCRD 8154861

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
125 University Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth