M37 MANAGEMENT LP
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
FINTRXOverview
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
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 1HIEN TRAN
CFO and COOCRD 5445143
Contacts
1 of 1SEAN MA
Managing PartnerCRD 4828944
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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