FORMATION8 PARTNERS, LLC
Firm details
- Headquarters
- LOS ALTOS, California
- CRD number
- 163046
- Registered since
- March 26, 2012
- Website
- formation8.com
Firm profile
FINTRXOverview
Formation8 Partners, LLC operates primarily as a sponsor and general partner that structures and manages pooled investment vehicles, with its activity centered on venture capital investing. The firm is organized as a limited liability company and has been registered with the SEC since 2012. Its public-facing regulatory footprint is light: it does not report a traditional retail advisory client base and is not flagged as an active ESG investor or a multi-state adviser. Formation8 Partners, LLC functions more like a fund manager and GP, sourcing and allocating capital into private-company opportunities through its pooled funds and maintaining a small, concentrated public equities sleeve reported on 13F filings. Formation8’s allocation profile emphasizes private venture strategies. Its public securities positions are limited in number and value relative to the capital held in its private funds, suggesting the firm uses a small publicly traded portfolio either as a liquidity sleeve or to hold positions in select companies that may be strategic to its private investments.
Assets & Accounts
Public Holdings
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 3JAMES KIM
Founder & General PartnerCRD 6044008
BON KOO
Managing MemberCRD 6042460
JOSEPH LONSDALE
Managing PartnerCRD 5956903
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LOS ALTOS, CA
SANTA CLARA
Location
LOS ALTOS, CA
Headquartered in LOS ALTOS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 4962 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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