Probitas Funds Group, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
11
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
115876
Registered since
February 15, 2002

Firm profile

FINTRX

Overview

Probitas Funds Group, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. FINTRX also indicates the firm is not a multi-state adviser, not newly formed, not a pension consultant, and does not report a related adviser relationship. Publicly available FINTRX fields for this entity are sparse: there are no published descriptions of its advisory activities, fee schedule, client segments, or specific investment strategies in the dataset provided. That limited disclosure constrains deeper analysis of how the firm sources mandates, constructs portfolios, or positions itself relative to other boutique investment banks or wealth managers.

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

Owners & executives

1 of 1
  • Sinead Osullivan

    Sinead Osullivan

    Chief Financial OfficerCRD 5823131

Contacts

3 of 10
  • Greg Hausler

    Greg Hausler

    Founder & CCOCRD 1400675

  • Caryn Feinberg

    Caryn Feinberg

    Managing DirectorCRD 2760708

  • Michael Hoffmann

    Michael Hoffmann

    ConsultantCRD 2989270

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
425 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth