MARCH PARTNERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DAVIS, California
CRD number
307923
Registered since
May 24, 2022

Firm profile

FINTRX

Overview

March Partners LLC is an SEC-registered investment adviser organized as a foreign-owned limited liability company. Its public filings identify the firm primarily as a sponsor and manager of pooled investment vehicles and as an adviser with roles that can include CPO/CTA activities. The firm's visible activity centers on private fund management rather than traditional retail advisory relationships: filings show it operates venture capital vehicles and serves as a general partner or managing member in pooled structures. Investment emphasis is placed on venture-stage private investments through pooled funds. The firm is not listed as an active ESG investor and is not flagged as a multi-state adviser or pension consultant. Public disclosures do not show a retail client base or typical advisory fee schedules; instead, March Partners appears focused on fund-level capital formation and fund-management responsibilities.

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DAVIS, CA

YOLO

Location

DAVIS, CA

Headquartered in DAVIS, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
YOLO
Address
221 1st St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth