SEARCH FUND PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
330660
Registered since
March 25, 2024

Firm profile

FINTRX

Overview

Search Fund Partners is organized as a limited liability company that operates primarily as a sponsor and general partner for pooled investment vehicles. The firm’s regulatory profile shows registration with the SEC in 2024 and it is classified as an entity that sells other financial products rather than as a traditional retail advisory practice. Its stated activities identify it as a sponsor, GP and managing member of pooled vehicles, which indicates the firm’s focus is on raising and managing private investment funds rather than providing broad-based RIA retail wealth management. The firm is not identified as an active ESG investor and does not position itself as a multi-state advisory business.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 5
  • David Carver

    PartnerCRD 7889700

  • James Edmunds

    PartnerCRD 7889606

  • Noah Riner

    PartnerCRD 7890479

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, 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 MATEO
Address
885 Oak Grove Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth