PRIMER MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
327512
Registered since
March 28, 2025

Firm profile

FINTRX

Overview

Primer Management, LLC is a small, owner-operated limited liability company that acts primarily as a sponsor and general partner for pooled investment vehicles. The firm is registered with the SEC as of 2025 and identifies its core activity as managing venture capital vehicles rather than operating as a traditional advisory firm serving retail or institutional advisory accounts. The organizational profile and fund sizes indicate a focus on hands-on venture investing at a smaller scale—typical of micro‑VC or early-stage strategies—where the manager functions as both sponsor and managing member of its pooled vehicles. Primer Management, LLC is not listed as a capital allocator to third‑party mandates and does not present itself as an active ESG investor or a multi‑state adviser. Its owner type is individual and the entity is classified as unclassified for registration purposes. The firm’s public profile emphasizes fund sponsorship and GP responsibilities over direct advisory relationships.

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

1 of 1
  • Yongmei Ji

    Founding PartnerCRD 7776141

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
3000 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth