PONTE PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
301889
Registered since
July 31, 2024

Firm profile

FINTRX

Overview

Ponte Partners, LLC operates primarily as an adviser and sponsor of pooled investment vehicles rather than as a traditional advisor to individual retail clients. The firm serves as a general partner and managing member on private funds, positioning itself to allocate capital through closed-end structures. Public information does not disclose a retail client base or details about sector focus, but the firm’s activity is concentrated in private equity and venture capital fund vehicles. Ponte Partners’ filings also identify it as an investment adviser that acts as sponsor and GP for pooled vehicles, which implies a governance role over fund-level portfolio construction, manager selection, capital calls and eventual exits.

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

2 of 2
  • EMMANUEL ROUBINOWITZ

    Managing PartnerCRD 6158173

  • GHIA GRIARTE

    Managing PartnerCRD 4632253

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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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
1 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth