GEX LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
338794

Firm profile

FINTRX

Overview

GEX LLC operates as a sponsor and general partner, serving as managing member for pooled investment vehicles with a clear tilt toward private venture capital activity. The firm’s registered profile shows no retail advisory clients, indicating its primary business model centers on structuring and managing private funds rather than providing traditional RIA client-facing wealth management. Fund sizes are small, which suggests a focus on early-stage or niche venture opportunities and hands-on syndication or management of portfolio companies. There is no public record of the firm positioning itself as an ESG investor, multi-state adviser, pension consultant, or related-adviser network participant. Its corporate setup as a limited liability company with individual ownership points to a compact operating structure, likely concentrated decision-making among a small group of principals acting through the pooled vehicles they sponsor.

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

1 of 1
  • Max Khalkhali

    Managing PartnerCRD 8173309

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
595 Pacific Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth