Growthpoint Technology Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
11
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
137438
Registered since
January 13, 2006

Firm profile

FINTRX

Overview

Growthpoint Technology Partners, LLC is organized as a limited liability company and is classified in available records as an investment bank under individual ownership. Public-facing detail about its business model, advisory activities, fee schedule, and client segmentation is minimal. The snapshot data flags the firm as not a capital allocator and not an active ESG investor; it is also not identified as a multi-state adviser, pension consultant, or related adviser. No description of investment strategies, target sectors, or manager allocation preferences is provided in the available information.

Assets & Accounts

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 11
  • Karyn White

    Karyn White

    Financial PrincipalCRD 1628494

  • Michael Shepherd

    Michael Shepherd

    Managing DirectorCRD 4451118

  • Nicholas Derose

    Nicholas Derose

    Managing DirectorCRD 6007579

Unlock 8 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth