MHS CAPITAL MANAGEMENT II LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN MATEO, California
CRD number
170950

Firm profile

FINTRX

Overview

MHS Capital Management II LLC operates as a sponsor and general partner focused on pooled investment vehicles, with venture capital the primary strategy shown in its filings. The firm functions chiefly as a fund manager: raising and managing pooled capital, sourcing private-company investments, conducting due diligence, and taking GP-level responsibilities for portfolio construction and governance. It does not position itself as a multi-state retail adviser or an ESG-focused allocator based on reported activity flags. The firm’s footprint is concentrated in private-market investing rather than direct advisory relationships with individual retail clients. Its structure and activity indicate a focus on long-duration, illiquid investments typical of venture capital programs, with emphasis on assembling limited partner groups and managing fund-level operations.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Contacts

1 of 1
  • SUGARMAN MARK

    Founding General PartnerCRD 6049247

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

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, 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
1300 S El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth