EDELWEISS FUND II ASSOCIATES LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 314471
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4JOHN MASONIS
Manager and MemberCRD 6759026
LEE JACOBS
Co-Founder and Managing PartnerCRD 6759024
BRIAN BALFOUR
MemberCRD 6759028
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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