CARTE VERTE MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
304948
Registered since
March 25, 2021

Firm profile

FINTRX

Overview

Carte Verte Management LLC is a limited liability company that registered with the SEC in 2021 and is owned by an individual. The firm functions primarily as a sponsor, general partner, and managing member for pooled investment vehicles rather than as a traditional retail advisory practice. The dataset flags the firm as unclassified on the advisory side and indicates it is not an active ESG investor, not a multi-state adviser, and not a pension consultant.

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

Contacts

2 of 2
  • Sikanyiselwe Maqubela

    MemberCRD 6631758

  • STEVE JANG

    Founder & Managing PartnerCRD 3165207

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
735 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth