Growthpoint Technology Partners, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
12
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 has been SEC-registered since 2006. The firm is classified in the source data as an investment bank and is listed as having an individual owner. Several typical advisory attributes are explicitly negative: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, and it is not flagged as a pension consultant or related adviser. Public-facing details about the firm's client focus, fee schedule, or day-to-day advisory activities were not provided in the source material. The available descriptors suggest Growthpoint operates more as a corporate or transaction-oriented entity than as a traditional registered investment adviser actively managing client portfolios.

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 12
  • Alexander Loukas

    Alexander Loukas

    Managing DirectorCRD 6178401

  • Alejandro Roessink

    Alejandro Roessink

    DirectorCRD 7190551

  • Sophie Adams

    Sophie Adams

    AnalystCRD 7700112

Unlock 9 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth