GEODESIC INVESTMENTS, L.L.C

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
FOSTER CITY, California
CRD number
269936
Registered since
July 15, 2015

Firm profile

FINTRX

Overview

Geodesic Investments, L.L.C. is a fund-focused investment manager that operates as a sponsor and general partner for pooled investment vehicles. Registered as an adviser in 2015, the firm is organized as a limited liability company with an individual owner. Its public filings classify it as unclassified and indicate it does not operate as a multi‑state adviser or active ESG investor. Geodesic’s business activity centers on structuring and managing private investment funds rather than providing separate, retail advisory services. The firm’s registered activities list it as sponsor, GP, and managing member of pooled vehicles, which frames its role as an allocator of pooled capital into private company opportunities. That structure typically means the firm sources deal flow, makes investment decisions at the fund level, and retains GP economics such as management fees and carried interest.

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
  • JONATHAN REZNECK

    Partner and COOCRD 4854431

Contacts

2 of 2
  • JOHN ROOS

    Founding PartnerCRD 2514750

  • Matthew Fuller

    PartnerCRD 7591895

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FOSTER CITY, CA

SAN MATEO

Location

FOSTER CITY, CA

Headquartered in FOSTER CITY, 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 MATEO
Address
950 Tower Ln
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth