PONTE INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 338212
Firm profile
FINTRXOverview
Ponte Investment Management LLC is organized as a limited liability company and operates primarily as a sponsor and general partner of pooled investment vehicles. The firm does not report a retail advisory business; its activity centers on private fund management rather than serving individual advisory clients. Reported classifications indicate an owner-controlled, single-entity structure that focuses on managing and sponsoring private investment vehicles rather than acting as a broad-based, multi-state registered adviser. Investment activity is concentrated in venture capital. The firm’s footprint in private funds suggests a preference for making equity and private placement investments through pooled vehicles, with the manager acting as GP and managing member. Ponte is not listed as an active ESG investor and is not positioned as a pension consultant or dedicated capital allocator in the available records.
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
2 of 2HOWARD LEE
Managing DirectorCRD 6453961
GHIA GRIARTE
Managing PartnerCRD 4632253
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
- 1 Embarcadero Ctr
- Time zone
- PT (UTC-8)
- Office locations
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