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 an institutional registered investment adviser organized as a limited partnership. The firm is SEC-registered (registration year listed as 2025) and serves institutional clients, providing portfolio management for businesses and other institutions. Its fees combine a percentage-of-assets arrangement with performance-based fee components, consistent with managing closed-end or pooled vehicles. Though not positioned as a third-party capital allocator, M37 acts in sponsor and general partner roles: it is identified as a sponsor, GP, and managing member of pooled investment vehicles. The firm does not identify as an active ESG investor, is not a multistate adviser, and does not market pension consulting services. Ownership is reported as a mix of a domestic entity and an individual.

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

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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

FINTRX

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