1200 MGMT. LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LA JOLLA, California
CRD number
325571

Firm profile

FINTRX

Overview

1200 MgmT. LLC operates as a small, private sponsor and general partner focused on pooled investment vehicles rather than a traditional retail advisory practice. The firm’s activity centers on creating and managing at least one private pooled fund, acting as sponsor, GP and managing member for that vehicle. Public-facing advisory metrics are minimal: the company is not an active ESG investor, is not positioned as a pension consultant, and is not organized as a multi-state adviser. Its classification is unlisted and its owner structure combines a domestic entity with individual ownership. The firm does not present itself as a broader capital allocator to external managers; instead, it appears focused on direct management and administration of its pooled vehicle(s).

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

Owners & executives

1 of 1
  • ADRIANA NARVAEZ

    CEO & Managing PartnerCRD 7770964

Contacts

3 of 3
  • RODRIGO GARCIA

    ChairCRD 5542839

  • SAMUEL SADOWSKY

    PartnerCRD 7771006

  • ESTEBAN GOMEZ

    Founding PartnerCRD 7771005

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LA JOLLA, CA

SAN DIEGO

Location

LA JOLLA, CA

Headquartered in LA JOLLA, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
1250 Prospect St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth