MEGALITH

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
TIBURON, California
CRD number
317950
Registered since
February 17, 2022

Firm profile

FINTRX

Overview

Megalith is a small, SEC-registered limited liability company (registered in 2022) that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm is structured as an individual-owned manager and is classified outside standard advisory categories, with no retail advisory client base reported. Its activity centers on creating and managing private venture capital funds rather than providing traditional RIA retail advisory services. Megalith is not marked as an active ESG investor and does not operate as a multi-state adviser.

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

Contacts

3 of 3
  • James Moore

    CRD 8237366

  • Elizabeth Lowell

    Founding PartnerCRD 8237365

  • JOHN KOMKOV

    Founder & Managing PartnerCRD 5548697

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TIBURON, CA

MARIN

Location

TIBURON, CA

Headquartered in TIBURON, 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
1550 Tiburon Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth