SPARKLABS GROUP MANAGEMENT

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
330082
Registered since
November 18, 2024

Firm profile

FINTRX

Overview

Sparklabs Group Management operates as a limited partnership and is classified as an unclassified entity. Established in 2024, the firm engages in various financial activities, primarily functioning as an Other Financial Product Salesperson. While it does not classify itself as a capital allocator or an ESG investor, it plays a role in managing pooled investment vehicles as a sponsor, general partner, or managing member. The firm is newly formed and does not have a multi-state advisory presence.

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

1 of 1
  • Bernard Moon

    Co-Founder & PartnerCRD 8011992

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
3790 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth