HEAVYBIT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
291776
Registered since
March 31, 2021

Firm profile

FINTRX

Overview

Heavybit, LLC is a limited liability company that operates as a sponsor and general partner, serving as the managing member for pooled investment vehicles. The firm is organized around venture capital fund management: its primary activity is advising and operating private investment vehicles rather than providing traditional advisory relationships to retail or institutional advisory clients. Heavybit is not registered as an active ESG investor, is not a multi-state adviser, and its reporting indicates it is not positioned as a pension consultant or related adviser. The firm’s model centers on fund formation and fund-level management — setting strategy for pooled vehicles, raising capital, and acting in GP capacities — rather than running separately managed accounts or broad advisory platforms.

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
  • Susan Singh

    Chief Financial OfficerCRD 8246165

Contacts

2 of 2
  • Thomas Drummond

    Managing DirectorCRD 7359033

  • James Lindenbaum

    Founding PartnerCRD 7359034

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
523 Octavia St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth