1EP MANAGEMENT LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 334546
- Registered since
- January 10, 2025
Firm profile
FINTRXOverview
1ep Management LLC operates primarily as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional retail RIA serving individual advisory clients. The firm is organized as a limited liability company and is listed as SEC-registered effective 2025. Public filings classify the adviser as unclassified and indicate it does not operate as a capital allocator or an active ESG investor. The firm's stated activities point to fund formation, GP governance and manager-level decision-making for privately offered pooled structures. Investment emphasis is on private pooled vehicles labeled in filings as "Other" strategies rather than a long-only public equities or retail advisory lineup. That positioning suggests a focus on bespoke strategies or funds that sit outside standard mutual fund, ETF or registered investment company formats. The adviser is not flagged as a multi-state adviser, pension consultant, or related adviser in the available dataset.
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
Contacts
3 of 4JULIA FELDMAN
Managing DirectorCRD 3278699
ALISON KILLILEA
Managing DirectorCRD 3124443
Efrat Turgeman Khayat
Managing DirectorCRD 8029098
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
- 855 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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