AGATE CAPITAL PARTNERS
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 310823
- Registered since
- October 5, 2020
Firm profile
FINTRXOverview
Agate Capital Partners is a limited liability company that registered with the SEC in 2020 and operates as an adviser to private funds rather than as a retail wealth manager. Public records characterize the firm as unclassified and owned by an individual; it is not flagged as a capital allocator, multi-state adviser, pension consultant, or active ESG investor. The firm's visible activity centers on advising pooled private equity vehicles rather than running advisory relationships with individual or institutional advisory clients.
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
Location
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
- 333 Beale St
- Time zone
- PT (UTC-8)
- Office locations
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