Probitas Funds Group, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 115876
- Registered since
- February 15, 2002
- Website
- probitaspartners.com
Firm profile
FINTRXOverview
Probitas Funds Group, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. FINTRX also indicates the firm is not a multi-state adviser, not newly formed, not a pension consultant, and does not report a related adviser relationship. Publicly available FINTRX fields for this entity are sparse: there are no published descriptions of its advisory activities, fee schedule, client segments, or specific investment strategies in the dataset provided. That limited disclosure constrains deeper analysis of how the firm sources mandates, constructs portfolios, or positions itself relative to other boutique investment banks or wealth managers.
Location & Offices
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 1
Sinead Osullivan
Chief Financial OfficerCRD 5823131
Contacts
3 of 10
Greg Hausler
Founder & CCOCRD 1400675

Caryn Feinberg
Managing DirectorCRD 2760708
Michael Hoffmann
ConsultantCRD 2989270
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
- 425 California St
- Time zone
- PT (UTC-8)
- Office locations
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