3spoke Management, LLC

RIASEC RegisteredEst. 2026
Total AUM
$254M
Discretionary
$254M
100% of AUM
Avg account
$23.1M
Accounts
11
Employees
6
Advisory reps
3

Firm details

Headquarters
Irvine, California
CRD number
308919
Registered since
August 5, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

3spoke Management, LLC is a limited liability company that operates as a manager of pooled private investment vehicles, focusing on private equity and venture capital strategies for institutional investors. The firm is registered with the SEC in 2026 and functions in sponsor/GP and managing-member roles for the funds it advises. Its stated fee model combines asset-based charges with performance‑linked compensation. 3spoke reports that it does not position itself as a capital allocator and it does not identify as an active ESG investor, pension consultant, multi‑state adviser, or related adviser to other entities.

Assets & Accounts

Investments & Alternatives

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
  • Matthew Harman

    PrincipalCRD 2961786

  • Ian Leisegang

    Ian Leisegang

    Co-Founder & Managing PartnerCRD 5616545

  • Steven Gold

    Steven Gold

    Co-Founder & Managing PartnerCRD 2437718

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

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

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
2211 Michelson Dr
Time zone
PT (UTC-8)
Office locations

Similar firms