SCHELLING POINT PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BERKELEY, California
CRD number
342034
Registered since
April 9, 2026

Firm profile

FINTRX

Overview

Schelling Point Partners is organized as a limited liability company and is listed with an SEC registration year of 2026. The firm is owned by an individual and is classified in filings as unclassified. Public disclosures indicate it does not present itself as a capital allocator and it is not identified as an active ESG investor or a multi-state adviser. Several typical adviser roles—pension consultant, related adviser—are also marked negative in the available records.

Assets & Accounts

Investments & Alternatives

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
  • Milan Griffes

    Chief Compliance OfficerCRD 8248155

Contacts

3 of 4
  • Timothy Telleen-Lawton

    MemberCRD 8248158

  • Zheng Lim

    CRD 8248154

  • Gabriel Bankman-Fried

    CRD 6661894

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BERKELEY, CA

ALAMEDA

Location

BERKELEY, CA

Headquartered in BERKELEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
2036 Bancroft Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth