EDELWEISS FUND II ASSOCIATES LLC

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

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
314471

Firm profile

FINTRX

Overview

Edelweiss Fund II Associates LLC is organized as a limited liability company and appears to operate as a small, specialist manager rather than a broad-based registered adviser. The firm is owned by an individual and is classified in the source data as "Unclassified." It is not identified as a capital allocator, is not an active ESG investor, and does not report multi-state advisory registration. SEC registration year is not provided. The dataset contains no detail about retail advisory activities, a client base, or broader business lines, which suggests the entity's primary activity is fund management rather than providing traditional wealth management services to external individual clients.

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

3 of 4
  • JOHN MASONIS

    Manager and MemberCRD 6759026

  • LEE JACOBS

    Co-Founder and Managing PartnerCRD 6759024

  • BRIAN BALFOUR

    MemberCRD 6759028

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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
447 Sutter St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth