PROGRESSION PARTNERS LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 338449
- Registered since
- August 29, 2025
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5JAMES VERALDI
MemberCRD 8155713
Matthew Lee
InvestorCRD 7298198
VINCENT DIALLO
Investment PartnerCRD 8155173
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
- 2021 Fillmore St
- Time zone
- PT (UTC-8)
- Office locations
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