PROGRESSION PARTNERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
338449
Registered since
August 29, 2025

Firm profile

FINTRX

Overview

Progression Partners LLC is a small investment adviser that operates primarily as a sponsor and general partner of pooled investment vehicles, with its registered activity beginning in 2025. Its principal emphasis is running venture capital vehicles rather than providing broad advisory services to retail or institutional advisory clients. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser, indicating a focused operational footprint and a concentrated product slate. As sponsor and managing member of its funds, Progression Partners structures and oversees private-company investments through pooled fund vehicles. That setup points to a manager-led approach to sourcing, diligencing and monitoring private equity stakes rather than model-portfolio or listed-market management. Investment decisions are executed at the fund level under the firm’s GP/sponsor role.

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

3 of 5
  • JAMES VERALDI

    MemberCRD 8155713

  • Matthew Lee

    InvestorCRD 7298198

  • VINCENT DIALLO

    Investment PartnerCRD 8155173

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
2021 Fillmore St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth