OSS CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
314805
Registered since
August 29, 2022

Firm profile

FINTRX

Overview

OSS Capital, LLC is an SEC-registered limited liability company (registered in 2022) that operates principally as a sponsor and general partner of pooled investment vehicles. The firm does not present itself as a traditional advisory business serving retail clients; instead, its activity centers on structuring and managing private funds. It is classified as an unclassified adviser and is not listed as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The firm’s public filing activity and fund footprint indicate a concentrated focus on venture capital investing. OSS Capital functions as the managing member and GP for its vehicles, taking responsibility for fundraising, deal sourcing, investment decisions and ongoing portfolio management inside those pooled structures rather than running advisory accounts for individual 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

Contacts

1 of 1
  • Joseph Jacks

    FounderCRD 7442466

Wealth teams

FINTRX

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

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
1875 Mission St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth