DEFY PARTNERS MANAGEMENT, LLC
Firm details
- Headquarters
- WOODSIDE, California
- CRD number
- 290048
- Registered since
- September 24, 2017
- Website
- defy.vc
Firm profile
FINTRXOverview
Defy Partners Management, LLC is an SEC-registered investment manager organized as a limited liability company and in operation since 2017. The firm is owned by an individual and is structured to sponsor and act as the general partner or managing member of pooled investment vehicles. Publicly reported attributes indicate it is not positioned as an ESG-active adviser, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant. The firm's regulatory profile and stated activities point toward a product-centric model built around fund management rather than retail advisory relationships. Fee structure, specific client segments, and day-to-day advisory activities are not shown in the source data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1PURVI SHAH
Chief Financial OfficerCRD 4708223
Contacts
1 of 1NEIL SEQUEIRA
Founder & PartnerCRD 6049004
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WOODSIDE, CA
SAN MATEO
Location
WOODSIDE, CA
Headquartered in WOODSIDE, 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 MATEO
- Address
- 2995 Woodside Rd
- Time zone
- PT (UTC-8)
- Office locations
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