PERPLEXITY MANAGEMENT CO, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
334267

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ARAVIND SRINIVAS

    Co-Founder & CEOCRD 8024359

  • DMITRY SHEVELENKO

    Chief Business OfficerCRD 8024360

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
115 Sansome St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth