TYPE ONE MANAGEMENT

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

Firm details

Headquarters
MALIBU, California
CRD number
331097
Registered since
May 8, 2024

Firm profile

FINTRX

Overview

Type One Management is a limited liability company that operates primarily as a sponsor and general partner for pooled investment vehicles. The firm registered with the SEC in 2024 and presents itself as a domestic entity focused on private fund formation and management rather than on traditional advisory retail or wrap-fee accounts. Its regulatory snapshot marks it as unclassified and not an active ESG investor; it is not identified as a multi-state adviser or pension consultant. The firm’s activity centers on structuring, sponsoring and managing pooled vehicles—acting as GP and managing member—rather than serving individual advisory clients. That operational posture suggests the team’s core competencies are fund formation, capital raising from accredited investors or institutions, deal sourcing and portfolio company oversight typical of venture capital sponsors.

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MALIBU, CA

LOS ANGELES

Location

MALIBU, CA

Headquartered in MALIBU, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
22619 Pacific Coast Hwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth