LOCKSTEP PARTNERS MANAGEMENT, LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 336770
Firm profile
FINTRXOverview
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
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 1Lucas Moody
Chief Information Security OfficerCRD 8154856
Contacts
1 of 1Rinki Sethi
Founding PartnerCRD 8154861
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
- 125 University Ave
- Time zone
- PT (UTC-8)
- Office locations
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