Kema Partners LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
22
Avg account
$0

Firm details

Headquarters
Mill Valley, California
CRD number
143752
Registered since
September 5, 2007

Firm profile

FINTRX

Overview

Kema Partners LLC is an LLC that registered with the SEC in 2007 and is classified in the data as an investment bank. The firm is individually owned and the snapshot indicates it does not operate as a capital allocator. The FINTRX profile shows the firm is not identified as an active ESG investor and is not marked as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The source file does not provide detail on Kema Partners’ specific advisory or business activities, client types, fee model, or typical investment mandate. Those operational details are therefore not reflected in this profile.

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

Owners & executives

1 of 1
  • Peter Cann

    Peter Cann

    Managing Partner and Chief Compliance OfficerCRD 4543062

Contacts

3 of 21
  • Robert Valdez

    Robert Valdez

    Managing DirectorCRD 1199522

  • Howard Cann

    Howard Cann

    Managing PartnerCRD 1275504

  • Thomas Peters

    Managing DirectorCRD 1718865

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mill Valley, CA

Marin

Location

Mill Valley, CA

Headquartered in Mill Valley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Marin
Address
309 Laverne Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth