PAIR LENDING LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 281987
- Website
- www.pairlending.com
- Custodians
- MILLENNIUM TRUST CO., LLC
- Fee structure
- Subscription Fees
- Client types
- Individuals100%
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Contacts
1 of 1DANIEL WU
Wealth AdvisorCRD 2651056
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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