AMBERSTONE
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 316613
- Registered since
- August 27, 2021
Firm profile
FINTRXOverview
Amberstone LLC is a limited liability company that registered with the SEC in 2021 and is owned by an individual. The firm is organized around managing private pooled vehicles rather than acting as a traditional retail adviser: its reported industry roles include serving as an investment adviser and sponsor, and acting as a general partner and managing member of pooled investment vehicles. Amberstone is not identified as a capital allocator, is not a multi-state adviser, and does not report active ESG investing activity.
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
Contacts
2 of 2Alexander Bernstein
Managing PartnerCRD 7431975
James Graham
Managing PartnerCRD 7344017
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
- 1593 N Point St
- Time zone
- PT (UTC-8)
- Office locations
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