CURRENT EQUITY PARTNERS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MANHATTAN BEACH, California
CRD number
337402

Firm profile

FINTRX

Overview

Current Equity Partners, LLC operates as a sponsor and general partner of pooled investment vehicles, with a clear focus on private fund investing rather than retail advisory relationships. The firm structures and manages private capital through small pooled vehicles, concentrating on venture capital and private equity strategies. Fund sizes and ownership statistics indicate a hands-on, concentrated approach to portfolio companies—typical of managers that take meaningful equity positions and active board or governance roles. The firm does not present itself as a multi-state registered adviser or as an active ESG investor. Its business model centers on sponsoring and managing pooled vehicles rather than assembling a broad base of separate advisory accounts.

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

Owners & executives

2 of 2
  • PRESTON FIELDING

    Co-Founder and Chief Investment OfficerCRD 8121302

  • ARA GHAZARIAN

    Partner & Chief Operating OfficerCRD 4443611

Contacts

2 of 2
  • ALEX STONE

    CRD 8121311

  • JOHN FREY

    Managing PartnerCRD 2877371

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MANHATTAN BEACH, CA

LOS ANGELES

Location

MANHATTAN BEACH, CA

Headquartered in MANHATTAN BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
125 Manhattan Beach Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth