PERPLEXITY MANAGEMENT CO, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 334267
Firm profile
FINTRXOverview
Perplexity Management Co, LLC is a privately held limited liability company with a minimal public footprint. The firm is classified as an unclassified adviser in publicly available summaries and is identified as a domestic entity with individual ownership. Public disclosures do not describe investment mandates, sector or geographic tilts, model portfolios, or a stated fee schedule. The firm is not flagged as a multi-state adviser, not listed as an active ESG investor, and is not described as a pension consultant or capital allocator. Given the lack of disclosed advisory activities, Perplexity Management Co, LLC does not present a visible investment style or manager allocation profile in public records. There is no information on client segments (retail, high-net-worth, institutional), recommended asset mixes, or policy for manager selection. The available facts point to either a very small adviser or an entity that has not yet begun meaningful advisory operations under its current registration.
Assets & Accounts
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
Owners & executives
2 of 2ARAVIND SRINIVAS
Co-Founder & CEOCRD 8024359
DMITRY SHEVELENKO
Chief Business OfficerCRD 8024360
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
- 115 Sansome St
- Time zone
- PT (UTC-8)
- Office locations
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