PEBBLEBED MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
322201
Registered since
March 29, 2024

Firm profile

FINTRX

Overview

Pebblebed Management, LLC is an LLC that registered with the SEC in 2024 and is owned by an individual. The firm acts as a sponsor, general partner, and managing member of pooled investment vehicles, with its primary activity focused on running private investment funds rather than providing traditional advisory services to individual advisory clients. FINTRX flags the firm as not an active ESG investor and not a multi-state adviser.

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
  • TAMMIE SIEW

    General PartnerCRD 6362535

  • Keith Adams

    Founding PartnerCRD 7609995

  • Pamela Vagata

    FounderCRD 7609997

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
1417 15th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth