MOSAIK PARTNERS

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

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
171863
Registered since
February 15, 2022

Firm profile

FINTRX

Overview

Mosaik Partners is organized as a limited partnership and operates primarily as the sponsor, general partner and managing member of pooled investment vehicles. The firm registered with the SEC in 2022 and its activity is concentrated on running private funds rather than providing traditional advisory services to retail clients. It is not identified as an active ESG investor and does not present itself as a multi-state advisory firm; instead, its business model centers on fund formation and management. The firm’s public filings show it functions in a capacity typical of a fund manager: structuring and governing pooled vehicles, sourcing deals for those vehicles, and overseeing portfolio companies. Given the firm’s classification and activity, its investment focus is driven by the needs and mandates of the pools it manages rather than by a retail advisory client book.

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
  • HOWARD MERGELKAMP

    Managing PartnerCRD 2807610

  • EDWIN KILBURN

    Founding PartnerCRD 4244931

  • JOHN KATZENMEYER

    PartnerCRD 3080683

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
555 California St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth