Probitas Funds Group, LLC

Broker-DealerFINRA MemberEst. 2002
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 has been SEC-registered since 2002. In the FINTRX snapshot the firm is classified as an investment bank and its ownership is listed as a combination of a domestic entity and an individual. The dataset flags the firm as not operating as a capital allocator, and indicates it is not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser.

Assets & Accounts

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

Unlock 7 more contacts

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