SOUTH BAY PARTNERS LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 307534
- Registered since
- November 22, 2023
Firm profile
FINTRXOverview
South Bay Partners LLC is a privately held limited liability company that registered with the SEC in 2023. The firm is owner-operated (individual owner type) and is classified in available records as unclassified. Public disclosures do not detail the firm's client mix, fee schedules, or the full scope of advisory activities. The profile indicates South Bay Partners does not position itself as a capital allocator, is not flagged as an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser.
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
Owners & executives
2 of 2DOUGLAS NEHM
Chief Financial OfficerCRD 7887923
Clara Ho
Chief Compliance OfficerCRD 7224181
Contacts
1 of 1Jules Theil
FounderCRD 6562338
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN MATEO
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 MATEO
- Address
- 611 Gateway Blvd
- Time zone
- PT (UTC-8)
- Office locations
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