BREX ASSET MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
316500
Registered since
November 5, 2021

Firm profile

FINTRX

Overview

Brex Asset Management LLC is a limited liability company that focuses on investment activities, particularly in the venture capital space. Established in 2021, the firm operates as an unclassified entity and does not serve as a capital allocator. While it is not classified as a multi-state adviser or a pension consultant, it engages in various advisory activities. The firm does not actively pursue ESG investments and has no related advisers.

Assets & Accounts

Public Holdings

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

2 of 2
  • BRUCE WALLACE

    CEOCRD 5675826

  • ERIK ZHOU

    Chief Accounting OfficerCRD 5166236

Contacts

1 of 1
  • Jason Brown

    Compliance OfficerCRD 2794246

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
85 2nd St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth