SEARCH FUND PARTNERS
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 330660
- Registered since
- March 25, 2024
Firm profile
FINTRXOverview
Search Fund Partners is organized as a limited liability company that operates primarily as a sponsor and general partner for pooled investment vehicles. The firm’s regulatory profile shows registration with the SEC in 2024 and it is classified as an entity that sells other financial products rather than as a traditional retail advisory practice. Its stated activities identify it as a sponsor, GP and managing member of pooled vehicles, which indicates the firm’s focus is on raising and managing private investment funds rather than providing broad-based RIA retail wealth management. The firm is not identified as an active ESG investor and does not position itself as a multi-state advisory business.
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 5David Carver
PartnerCRD 7889700
James Edmunds
PartnerCRD 7889606
Noah Riner
PartnerCRD 7890479
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MENLO PARK, CA
SAN MATEO
Location
MENLO PARK, CA
Headquartered in MENLO PARK, 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 MATEO
- Address
- 885 Oak Grove Ave
- Time zone
- PT (UTC-8)
- Office locations
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