ACTIVATE CAPITAL PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
307073
Registered since
January 7, 2020

Firm profile

FINTRX

Overview

Activate Capital Partners operates as a limited partnership that primarily sponsors and serves as general partner and managing member of pooled investment vehicles. The firm’s regulatory profile shows SEC registration in 2020 and an ownership mix described as a domestic entity and individual. Activate Capital Partners is not identified as an active ESG investor and is not flagged as a multi-state adviser; it is classified as unclassified and is not designated a capital allocator. The firm’s business model centers on fund management rather than running separate discretionary client accounts.

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
  • Anna Nitschke

    Chief Operating Officer & Chief Financial OfficerCRD 7896091

Contacts

1 of 1
  • DAVID LINCOLN

    Managing PartnerCRD 1315075

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
50 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth