GEX LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 338794
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Max Khalkhali
Managing PartnerCRD 8173309
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
- 595 Pacific Ave
- Time zone
- PT (UTC-8)
- Office locations
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