THRESHOLD MANAGEMENT, LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 305977
- Registered since
- September 26, 2019
- Website
- threshold.vc
Firm profile
FINTRXOverview
Threshold Management, LLC operates principally as an adviser and sponsor of pooled investment vehicles rather than as a traditional advisory firm with retail or institutional wrap accounts. The firm is structured as a limited liability company and registered with the SEC in 2019. Its activity profile identifies it as a general partner and managing member of private funds and similar pooled vehicles; that is where the firm directs its capital-allocation and manager-selection efforts. Investment activity is concentrated on managing sponsored funds and taking on GP responsibilities: sourcing, structuring, and overseeing funds rather than providing ongoing model-portfolio or discretionary retail investment services. The firm is not flagged as an active ESG investor and does not operate as a multi-state registered adviser, which aligns with a business model focused on closed-end private funds rather than broad advisory relationships.
Assets & Accounts
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
1 of 1Johnna Lesch
Chief Financial OfficerCRD 7182684
Contacts
2 of 2Emily Melton
Managing PartnerCRD 7182683
JOSHUA STEIN
Managing PartnerCRD 6047474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALO ALTO, CA
SANTA CLARA
Location
PALO ALTO, CA
Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 630 Ramona St
- Time zone
- PT (UTC-8)
- Office locations
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