HAWKTAIL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
321161
Registered since
February 7, 2025

Firm profile

FINTRX

Overview

Hawktail Management, LLC is an SEC-registered limited liability company formed to act primarily as a private fund manager and sponsor. The firm operates as a general partner and managing member of pooled investment vehicles rather than as a traditional advisory practice with retail or institutional advisory accounts. Its registration year is 2025, it is owned by an individual, and it is not positioned as a multi-state adviser, pension consultant, or ESG-focused manager. The firm's activity profile and listed affiliations indicate its main competencies are fund formation, capital raising and GP-led management of venture-style investment vehicles. The regulatory and organizational footprint suggests a compact operation focused on sponsor responsibilities—structuring funds, sourcing deal flow, underwriting investments and managing portfolio companies—rather than providing fiduciary investment advisory services to a broad set of separate accounts.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • ALDA DENNIS

    Chief Operating OfficerCRD 6137524

Contacts

2 of 2
  • MICHAEL POLANSKY

    Founder & Managing PartnerCRD 6137523

  • ROBERT POLLAK

    Founder & Managing PartnerCRD 5092558

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
314 Lytton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth