ALSOP LOUIE PARTNERS
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 163299
- Registered since
- March 30, 2012
- Website
- www.alsop-louie.com
Firm profile
FINTRXOverview
Alsop Louie Partners is a limited liability company that has been SEC-registered since 2012 and operates primarily as an adviser and sponsor to pooled investment vehicles. The firm is identified as both a general partner and the managing member of its funds, and its ownership is listed as a mix of a domestic entity and an individual. Regulatory data does not classify the adviser into a standard retail-advice or wealth-management bucket; instead the firm's activity centers on managing private investment vehicles rather than acting as a traditional capital allocator or multi-state advisory firm. Alsop Louie Partners is not identified as an active ESG investor, and it does not report roles as a pension consultant or related adviser.
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
Owners & executives
1 of 1NANCY LEE
CFO and PartnerCRD 6049315
Contacts
2 of 2GILMAN LOUIE
PartnerCRD 6049059
STEWART ALSOP
PartnerCRD 6048486
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 943 Howard St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
LUMIA CAPITAL
Exempt Reporting AdvisorSAN FRANCISCO, CA
CONGRUENT MANAGEMENT, LLC
Exempt Reporting AdvisorSAN FRANCISCO, CA
INSPIRATION VENTURE PARTNERS
Exempt Reporting AdvisorSAN FRANCISCO, CA
TUESDAY CAPITAL MANAGEMENT, L.L.C.
Exempt Reporting AdvisorSAN FRANCISCO, CA
FYRFLY VENTURE PARTNERS, LLC
Exempt Reporting AdvisorSAN FRANCISCO, CA
NEO VENTURES, LLC
Exempt Reporting AdvisorSAN FRANCISCO, CA