010118 MANAGEMENT, L.P.

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
301237
Registered since
September 21, 2019

Firm profile

FINTRX

Overview

010118 Management, L.P. is a limited partnership that operates primarily as a sponsor and general partner of pooled investment vehicles. Since its SEC registration in 2019, the firm has positioned itself around private fund management rather than traditional advisory relationships with retail advisory clients. It is classified outside standard adviser categories and is not identified as an active ESG investor. The firm’s activity centers on forming and operating venture-oriented funds, serving as the manager or managing member of those vehicles and running the GP-level functions that accompany private fund administration and capital deployment.

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

2 of 2
  • RICHARD COSTOLO

    Limited PartnerCRD 7155995

  • ADAM BAIN

    Managing Partner and Co-FounderCRD 7155996

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

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 FRANCISCO
Address
415 Jackson St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth