SPARKLABS 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
330130
Registered since
November 18, 2024

Firm profile

FINTRX

Overview

Sparklabs Management operates as a limited partnership and is primarily engaged in the management of pooled investment vehicles. The firm is structured as an individual-owned entity and is classified as an unclassified organization. While it does not actively pursue ESG investments, it is involved in the financial services sector as a salesperson for other financial products. Sparklabs Management is not a capital allocator and does not have affiliations with pension consulting or multi-state advisory services.

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