INTERWEST PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
17
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
160677
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

Interwest Partners is a corporate investment adviser that operates mainly as a fund sponsor and general partner rather than as a traditional retail RIA. The firm is SEC-registered (2012) and structures pooled investment vehicles, serving as an adviser and managing member for those vehicles. Interwest Partners does not present itself as a multi-state retail adviser, is not characterized as a capital allocator, and is not an active ESG investor. Its public filings and activity suggest a focus on concentrated stakes—both in private venture capital vehicles and a small number of public equity positions.

Assets & Accounts

Public Holdings

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

2 of 2
  • KHALED NASR

    General Partner & Chief Operating OfficerCRD 6049436

  • KAREN WILSON

    Chief Financial OfficerCRD 6043969

Contacts

3 of 15
  • BRUCE CLEVELAND

    MemberCRD 6043994

  • DOUGLAS PEPPER

    MemberCRD 2648288

  • KIMBERLY PEPPER

    MemberCRD 6049438

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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
548 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth