VERDE EQUITY PARTNERS, L.P.

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
331378

Firm profile

FINTRX

Overview

Verde Equity Partners, L.P. is organized as a limited partnership that functions as sponsor, general partner and managing member of pooled investment vehicles. The firm’s public profile centers on private fund management rather than advisory relationships with retail or institutional advisory accounts. Available data flag Verde Equity Partners as not an active ESG investor and not a multi-state adviser; it is categorized as a domestic entity/individual ownership structure and is not identified as a separate capital allocator.

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 3
  • GABRIEL GALVEZ

    Managing PartnerCRD 5810976

  • Jonathan Hamby

    Managing PartnerCRD 7921502

  • DANA ROBINSON

    Managing PartnerCRD 5778923

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
2150 W Washington St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth