Growthpoint Technology Partners, LLC

Broker-DealerFINRA MemberEst. 2006
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 as an investment bank. The firm has been SEC-registered since 2006 and is owned by an individual principal. Public filings and the snapshot data indicate the organization is not positioned as a capital allocator; its regulatory status and classification suggest a focus on advisory or transactional work rather than managing third‑party capital on an ongoing discretionary basis. Available data does not show the firm as an active ESG investor, nor is it recorded as a multi‑state adviser, pension consultant, newly formed adviser, or related adviser. Specifics about its client mix, fee schedules, day‑to‑day business activities, and advisory offerings were not disclosed in the dataset provided.

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth