AMPLIFY PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2013
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
167059
Registered since
April 5, 2013

Firm profile

FINTRX

Overview

Amplify Partners is a privately owned limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm is registered with the SEC (registered in 2013) and positions itself around advising and managing private investment funds rather than delivering traditional retail advisory services. Amplify Partners is not identified as a capital allocator to external managers, does not present itself as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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
  • STEVE AGELOPOULOS

    Chief Financial OfficerCRD 6438686

Contacts

3 of 5
  • LENNY PRUSS

    General PartnerCRD 5370294

  • MICHAEL DAUBER

    General PartnerCRD 6471282

  • SARAH CATANZARO

    General PartnerCRD 7721021

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, 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 MATEO
Address
800 Menlo Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth