GREATPOINT INVESTMENT MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
271032
Registered since
February 2, 2018

Firm profile

FINTRX

Overview

Greatpoint Investment Management, LLC is an SEC‑registered investment adviser that operates primarily as a sponsor and general partner of pooled private funds. Since its 2018 registration, the firm has focused its activity on structuring and managing private venture capital vehicles rather than running a traditional retail advisory practice. It is classified as an unclassified LLC with a domestic ownership structure (domestic entity | individual) and is not identified as an active ESG investor or a multi‑state retail adviser. The firm’s operating model centers on acting as managing member and GP for pooled investment vehicles, which suggests its resources and compliance infrastructure are oriented toward fund administration, capital raising from limited partners, portfolio company oversight and manager control functions rather than serving individual advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ASHLEY SOMMERSCHIELD

    Chief Operating OfficerCRD 6909160

Contacts

3 of 4
  • ASHOK KRISHNAMURTHI

    Managing PartnerCRD 6909161

  • RAYMOND LANE

    Partner EmeritusCRD 6049084

  • Dhanurjay Patil

    General PartnerCRD 7892919

Unlock 1 more contacts

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
8 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth