M37 Management LP
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 332714
- Registered since
- March 31, 2025
- Website
- www.m37.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
M37 Management LP is an institutional registered investment adviser organized as a limited partnership. The firm is SEC-registered (registration year listed as 2025) and serves institutional clients, providing portfolio management for businesses and other institutions. Its fees combine a percentage-of-assets arrangement with performance-based fee components, consistent with managing closed-end or pooled vehicles. Though not positioned as a third-party capital allocator, M37 acts in sponsor and general partner roles: it is identified as a sponsor, GP, and managing member of pooled investment vehicles. The firm does not identify as an active ESG investor, is not a multistate adviser, and does not market pension consulting services. Ownership is reported as a mix of a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Hien Tran
CFO and COOCRD 5445143
Contacts
1 of 1Sean Ma
Managing PartnerCRD 4828944
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Menlo Park, CA
San Mateo
Location
Menlo Park, CA
Headquartered in Menlo Park, 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 Mateo
- Address
- 3000 Sand Hill Rd
- Time zone
- PT (UTC-8)
- Office locations
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