PPA CO-LIVING FUND I, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ROSEVILLE, California
CRD number
325985

Firm profile

FINTRX

Overview

Ppa Co Living Fund I, LLC operates as a limited liability company focused on real estate investment. The firm primarily engages in managing pooled investment vehicles, specifically within the real estate sector. Although it does not fall under the category of a capital allocator or pension consultant, it is affiliated with other investment advisers and sponsors. The firm does not actively pursue ESG (Environmental, Social, and Governance) investing, indicating a more traditional investment approach.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • RICHARD WATSON

    President, CEO and FounderCRD 2173329

Contacts

2 of 2
  • MICHAEL CLARKE

    Director of Advisor DevelopmentCRD 2423988

  • Patrick Salimi

    Director of Private Client ServicesCRD 7116061

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ROSEVILLE, CA

PLACER

Location

ROSEVILLE, CA

Headquartered in ROSEVILLE, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
PLACER
Address
1075 Creekside Ridge Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth