BEE PARTNERS MANAGEMENT COMPANY, LLC
Firm details
- Headquarters
- LAFAYETTE, California
- CRD number
- 161796
- Registered since
- February 24, 2012
- Website
- www.beepartners.vc
Firm profile
FINTRXOverview
BEE Partners Management Company, LLC is a limited liability company that has been SEC-registered since 2012 and is owned by an individual. The firm does not present itself as a capital allocator or a multi-state adviser, and it is not identified as an active ESG investor or a pension consultant. Its principal role is operating as a sponsor, general partner and managing member of pooled investment vehicles rather than acting as a traditional retail or advisory practice.
Assets & Accounts
Investments & Alternatives
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 2MICHAEL BEROLZHEIMER
Founder & Managing PartnerCRD 4319522
MICHELLE BEROLZHEIMER
MemberCRD 6030700
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAFAYETTE, CA
CONTRA COSTA
Location
LAFAYETTE, CA
Headquartered in LAFAYETTE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 3559 Mt Diablo Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
CHOU CAPITAL MANAGEMENT, LLC
Exempt Reporting AdvisorLAFAYETTE, CA
CASTLE ANALYTICS LLC
Exempt Reporting AdvisorLAFAYETTE, CA
TRABD LLC
Exempt Reporting AdvisorLAFAYETTE, CA
OCTAVE MANAGEMENT I, LLC
Exempt Reporting AdvisorLAFAYETTE, CA
BIG 7 VENTURES MANAGEMENT, LLC
Exempt Reporting AdvisorLAFAYETTE, CA
SWIFT VENTURES
Exempt Reporting AdvisorLAFAYETTE, CA