LOCK 8 PARTNERS

RIASEC RegisteredEst. 2025
Total AUM
$415M
Discretionary
$415M
100% of AUM
Avg account
$104M
Accounts
4
Employees
9
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
319731
Registered since
June 11, 2025
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lock 8 Partners is organized as a limited liability company and is classified as a venture capital fund adviser. The firm registered with the SEC in 2025 and serves an institutional client base. Its advisory activity centers on portfolio management for pooled investment vehicles; it also functions in sponsor and general-partner roles and as the managing member of those vehicles. Ownership is held by an individual. Fee arrangements include asset-based fees, fixed fees and performance-based compensation consistent with private capital structures. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JONATHAN SAAD

    Chief Compliance Officer and Vice PresidentCRD 8063352

Contacts

1 of 1
  • TODD GIBBY

    Founder & PartnerCRD 2458267

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1 Pennsylvania Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth