PAIR LENDING LLC

RIASEC Registered
Total AUM
$80.8K
Discretionary
$80.8K
100% of AUM
Avg account
$8.1K
Accounts
10
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
281987
Custodians
MILLENNIUM TRUST CO., LLC
Fee structure
Subscription Fees
Client types
  • Individuals100%

Firm profile

FINTRX

Overview

Pair Lending LLC is a small, individual‑owned advisory firm that serves individual and family clients under a subscription fee model. Its public filings show a concentrated, cash‑heavy posture at the advisory level—assets reported are primarily cash and cash equivalents—while the firm notes use of alternative exposure through private placements and commodities. The firm is not an active ESG investor, is not registered as a multi‑state adviser, and is classified as unclassified in filings. Business activity descriptions are limited in the record, but the combination of a subscription fee model, private placement access and commodity exposure suggests the firm manages bespoke allocations for a narrow client base rather than operating as a broad retail allocator. Pair Lending LLC appears to act as a focused adviser rather than a broad wealth manager: it reports only one client and a small advisory asset base, but also lists relationships with custodial providers that imply custody of assets beyond the advisory AUM reported on its Form ADV.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Contacts

1 of 1
  • DANIEL WU

    Wealth AdvisorCRD 2651056

Wealth teams

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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
505 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth