STRATIM PARTNERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
171201
Registered since
April 10, 2014

Firm profile

FINTRX

Overview

Stratim Partners LLC operates as a limited liability company and has been registered with the SEC since 2014. The firm is classified as unclassified and engages in various financial product sales. While it does not focus on ESG investments or serve as a multi-state adviser, it plays a role as a sponsor and managing member of pooled investment vehicles. The firm primarily advises on venture capital funds, indicating a strong interest in innovative and growth-oriented investments.

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

2 of 2
  • TOMMY THOMPSON

    PartnerCRD 6322518

  • ZACHARY ABRAMS

    Managing PartnerCRD 2656425

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, 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 FRANCISCO
Address
1609 Baker St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth