POTRERO CAPITAL RESEARCH, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 125909
- Registered since
- July 5, 2016
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Potrero Capital Research, LLC is a privately owned, SEC-registered hedge fund advisor that focuses on portfolio management for pooled investment vehicles. The firm is structured as an LLC, registered with the SEC in 2016, and describes its client base as institutional. It charges both a percentage-of-assets management fee and performance-based fees and does not present itself as an ESG-focused manager. Potrero is not registered as a multi-state adviser and does not list related-adviser or pension consulting activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1HOWARD NURTMAN
Chief Compliance OfficerCRD 5874437
Contacts
1 of 1JACK RIPSTEEN
Managing MemberCRD 4071418
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
- 235 Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
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