LEITMOTIF

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
329025
Registered since
December 1, 2023

Firm profile

FINTRX

Overview

Leitmotif is a limited liability company that functions primarily as the sponsor and general partner/managing member of pooled investment vehicles. Registered with the SEC in 2023, the firm’s public footprint shows no retail advisory client base or multi-state advisory activity; instead, its activity centers on running pooled private funds. Leitmotif is not listed as a capital allocator or an active ESG investor. The firm’s investment approach is driven by fund-level management rather than by one-off advisory relationships, which indicates a focus on sourcing, structuring and operating private-asset investments through a single fund vehicle.

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
  • Benjamin Painter

    CFOCRD 7840109

Contacts

2 of 2
  • JENS WIESE

    Managing MemberCRD 7840137

  • MATTHEW TREVITHICK

    Co-FounderCRD 2683239

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
265 Lytton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth