COUNTERPART VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
310398
Registered since
March 28, 2023

Firm profile

FINTRX

Overview

Counterpart Ventures is a small, LLC-structured investment manager that registered with the SEC in 2023 and operates primarily as a sponsor and general partner of pooled investment vehicles. The firm’s business model centers on managing closed-end funds rather than providing traditional advisory services to retail clients. It is classified as an unclassified adviser in the dataset, is not identified as an active ESG investor, and is not set up as a multi-state adviser or pension consultant. The firm’s role as sponsor, GP and managing member indicates it builds and runs investment vehicles end-to-end: sourcing deals, structuring fund economics, and executing portfolio company oversight. The dataset flags the firm as owner-type individual, which coupled with a single office footprint points to a compact operating structure focused on fund management and private-market deployment rather than large-scale advisory operations.

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
  • Yusuke Saijo

    Founding General PartnerCRD 7324480

  • PATRICK EGGEN

    Founding General PartnerCRD 3160963

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
500 3rd St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth