SCHELLING POINT PARTNERS
Firm details
- Headquarters
- BERKELEY, California
- CRD number
- 342034
- Registered since
- April 9, 2026
Firm profile
FINTRXOverview
Schelling Point Partners is organized as a limited liability company and is listed with an SEC registration year of 2026. The firm is owned by an individual and is classified in filings as unclassified. Public disclosures indicate it does not present itself as a capital allocator and it is not identified as an active ESG investor or a multi-state adviser. Several typical adviser roles—pension consultant, related adviser—are also marked negative in the available records.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Milan Griffes
Chief Compliance OfficerCRD 8248155
Contacts
3 of 4Timothy Telleen-Lawton
MemberCRD 8248158
Zheng Lim
CRD 8248154
Gabriel Bankman-Fried
CRD 6661894
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BERKELEY, CA
ALAMEDA
Location
BERKELEY, CA
Headquartered in BERKELEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- ALAMEDA
- Address
- 2036 Bancroft Way
- Time zone
- PT (UTC-8)
- Office locations
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