PROBITAS FUNDS GROUP, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
115876
Registered since
February 15, 2002

Firm profile

FINTRX

Overview

Probitas Funds Group, LLC is listed as a limited liability company that registered with the SEC in 2002. FINTRX classifies the firm as an investment bank rather than a capital allocator or traditional registered investment adviser. The snapshot identifies ownership as a combination of a domestic entity and an individual. The firm is not flagged as an active ESG investor, is not reported as a multi-state adviser, and is not described as a pension consultant or a related adviser. The FINTRX record does not populate advisory activities or business-activity fields for the firm, suggesting its primary role is not captured as a typical advisory/AUM-centric practice in that dataset.

Assets & Accounts

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

Owners & executives

1 of 1
  • SINEAD OSULLIVAN

    CFOCRD 5823131

Contacts

3 of 12
  • ADAM HOWITT

    AnalystCRD 7439517

  • Parsram Dhanraj

    Managing DirectorCRD 6387432

  • Joon Kim

    Vice PresidentCRD 7269368

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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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
425 California St
Time zone
PT (UTC-8)
Office locations

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