MOSAIK PARTNERS
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 171863
- Registered since
- February 15, 2022
- Website
- mosaikpartners.com
Firm profile
FINTRXOverview
Mosaik Partners is organized as a limited partnership and operates primarily as the sponsor, general partner and managing member of pooled investment vehicles. The firm registered with the SEC in 2022 and its activity is concentrated on running private funds rather than providing traditional advisory services to retail clients. It is not identified as an active ESG investor and does not present itself as a multi-state advisory firm; instead, its business model centers on fund formation and management. The firm’s public filings show it functions in a capacity typical of a fund manager: structuring and governing pooled vehicles, sourcing deals for those vehicles, and overseeing portfolio companies. Given the firm’s classification and activity, its investment focus is driven by the needs and mandates of the pools it manages rather than by a retail advisory client book.
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
Contacts
3 of 3HOWARD MERGELKAMP
Managing PartnerCRD 2807610
EDWIN KILBURN
Founding PartnerCRD 4244931
JOHN KATZENMEYER
PartnerCRD 3080683
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, 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 FRANCISCO
- Address
- 555 California St
- Time zone
- PT (UTC-8)
- Office locations
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