M37 MANAGEMENT LP

RIASEC RegisteredEst. 2025
Total AUM
$656M
Discretionary
$656M
100% of AUM
Avg account
$109M
Accounts
6
Employees
6
Advisory reps
2

Firm details

Headquarters
MENLO PARK, California
CRD number
332714
Registered since
March 31, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

M37 Management LP is organized as a limited partnership that provides portfolio management services to institutional clients. The firm charges a combination of asset-based fees and performance-linked fees and is registered with the SEC (registration year shown as 2025). According to available records it is not positioned as an ESG investor, and it does not operate as a multi-state adviser or pension consultant. Ownership is listed as a mix of a domestic entity and an individual, and the firm is classified as unclassified in the source data. The firm’s business activity centers on managing pooled investment vehicles; it is identified as a sponsor, general partner, and managing member of funds it oversees. That sponsor/GP role suggests active involvement in fund formation, capital raising and ongoing management rather than acting solely as a pass-through allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • HIEN TRAN

    CFO and COOCRD 5445143

Contacts

1 of 1
  • SEAN MA

    Managing PartnerCRD 4828944

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, 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
3000 Sand Hill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth