SEEDFOLIO LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LA JOLLA, California
CRD number
314159

Firm profile

FINTRX

Overview

Seedfolio LLC is organized as a limited liability company whose primary role is sponsoring and acting as general partner and managing member of pooled investment vehicles. The firm is owned by an individual and is classified as "Unclassified" in the available dataset. It does not present itself as a multi-state or capital-allocating adviser, and the record indicates it is not an active ESG investor. Regulatory detail in the snapshot is limited: SEC registration year is not provided and the firm is not identified as a pension consultant or related adviser. The firm's public activity appears to be concentrated on private fund sponsorship and GP responsibilities rather than traditional retail advisory relationships.

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

Contacts

1 of 1
  • Joseph Gatto

    Managing DirectorCRD 7453479

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LA JOLLA, CA

SAN DIEGO

Location

LA JOLLA, CA

Headquartered in LA JOLLA, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
8368 Paseo del Ocaso
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth