ALSOP LOUIE PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
163299
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

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

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
  • NANCY LEE

    CFO and PartnerCRD 6049315

Contacts

2 of 2
  • GILMAN LOUIE

    PartnerCRD 6049059

  • STEWART ALSOP

    PartnerCRD 6048486

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
943 Howard St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth