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 has been SEC-registered since 2002. The firm is classified in the source data as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is listed as a combination of a domestic entity and an individual. The record indicates the firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or related adviser.
Assets & Accounts
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
CFOCRD 5823131
Contacts
3 of 11
Adam Howitt
AnalystCRD 7439517
Parsram Dhanraj
Managing DirectorCRD 6387432
Joon Kim
Vice PresidentCRD 7269368
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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