Probitas Funds Group, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
11
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 an LLC that registered with the SEC in 2002 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 FINTRX flags it as not being an active ESG investor, not a multi-state adviser, not newly formed, and not a pension consultant or related adviser. FINTRX does not provide descriptive details about the firm's advisory activities, client segments, fee arrangements, or specific business lines. That lack of disclosure means the public profile here is limited to entity type, registration vintage, and the few categorical flags noted above.

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

    Sinead Osullivan

    Chief Financial OfficerCRD 5823131

Contacts

3 of 10
  • Parsram Dhanraj

    Parsram Dhanraj

    Managing DirectorCRD 6387432

  • Joon Kim

    Joon Kim

    Vice PresidentCRD 7269368

  • Raymond Tsao

    Raymond Tsao

    Managing DirectorCRD 4688979

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms