CHERRYROCK CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
328891
Registered since
November 21, 2023

Firm profile

FINTRX

Overview

Cherryrock Capital is organized as a limited liability company and registered with the SEC in 2023. The firm operates as an investment manager primarily through pooled private vehicles, serving as sponsor, general partner and managing member rather than as a traditional advisory business with retail clients. Its public filings identify it as an individual-owned, unclassified adviser that has not positioned itself as an ESG investor or a multi-state advisory platform. The firm’s activity centers on allocating capital into privately held companies via a single venture vehicle.

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

1 of 1
  • Stacy Brown-Philpot

    ManagerCRD 7826590

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
2370 Market St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth