CONVICTION PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
324113
Registered since
November 15, 2022

Firm profile

FINTRX

Overview

Conviction Partners, LLC is a limited liability company that registered with the SEC in 2022 and is owned by an individual. The adviser operates primarily as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional retail advisory firm. Public filings identify the firm as unclassified and not an active ESG investor; it is not registered as a multi-state adviser. Conviction Partners’ activity centers on venture capital fund management. Its business model is oriented toward operating closed-end funds where the firm serves in a fiduciary and managerial capacity for those pooled vehicles.

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
  • SARAH GUO

    MemberCRD 5945369

  • Michael Vernal

    PartnerCRD 6895069

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
660 York St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth