MINDSET CONSULTING (US) LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
332782
Registered since
December 23, 2024

Firm profile

FINTRX

Overview

Mindset Consulting (US) LLC is a U.S.-organized limited liability company that registered with the SEC in 2024 and is owned by a foreign entity. The firm operates primarily as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional retail or institutional adviser. Its stated activity profile places emphasis on private pooled structures, with venture capital funds forming the core of its investment platform. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator. Its business model centers on sponsoring and managing closed-end fund vehicles, directing managerial and investment decisions through GP roles rather than through separately managed accounts or typical advisory relationships with retail clients.

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, 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 FRANCISCO
Address
77 Geary St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth