FORMATION8 PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LOS ALTOS, California
CRD number
163046
Registered since
March 26, 2012

Firm profile

FINTRX

Overview

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

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 3
  • JAMES KIM

    Founder & General PartnerCRD 6044008

  • BON KOO

    Managing MemberCRD 6042460

  • JOSEPH LONSDALE

    Managing PartnerCRD 5956903

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth