EASTSIDE MANAGEMENT COMPANY, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HUNTSVILLE, Alabama
CRD number
281746
Registered since
October 5, 2015

Firm profile

FINTRX

Overview

Eastside Management Company, LLC is an SEC-registered limited liability company formed in 2015 and owned by an individual. The firm’s activity centers on advising pooled private funds rather than running retail advisory relationships: its public profile shows no client advisory accounts and instead lists multiple private venture vehicles under management. Eastside is not identified as an active ESG investor, is not a multi-state adviser for regulatory purposes, and is not described as a capital allocator or pension consultant. Investment activity is concentrated in venture capital strategies. The firm appears structured to originate, pool and manage equity investments in private companies through fund vehicles, rather than providing personalized wealth management or omnibus brokerage services to individual retail clients. Public disclosures on business activities and fee arrangements are limited, so specifics on manager selection, sector tilts or stage focus are not provided in filings, but the fund-level data indicate a clear emphasis on venture-style private investing.

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

1 of 1
  • Wesley Pope

    Partner, CFOCRD 6771244

Contacts

3 of 3
  • PETER BATTIN

    PartnerCRD 3121931

  • Benjamin Cobb

    PartnerCRD 6567429

  • EMERSON FANN

    Managing PartnerCRD 3106612

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

HUNTSVILLE, AL

MADISON

Location

HUNTSVILLE, AL

Headquartered in HUNTSVILLE, AL, anchoring the Huntsville-Decatur, AL metro in the South.

Metro area
Huntsville-Decatur, AL
Region
South
County
MADISON
Address
207 Eastside Sq
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth