POSEIDON INVESTMENT MANAGEMENT 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
311864
Registered since
October 15, 2024

Firm profile

FINTRX

Overview

Poseidon Investment Management LLC is a limited liability company that registered with the SEC in 2024. The firm does not present itself as an ESG-focused allocator and is not designated as a multi-state adviser in the available data. Its ownership is recorded as a combination of a domestic entity and an individual. Poseidon appears to operate as an investment manager and sponsor, taking on roles such as general partner and managing member of pooled investment vehicles.

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
  • EMILY PAXHIA

    Co-Founder and Managing PartnerCRD 6263601

  • MORGAN PAXHIA

    Co-Founder & Managing DirectorCRD 5395880

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
130 Frederick St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth