SUPER{SET}
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 304847
- Registered since
- February 24, 2020
- Website
- www.superset.com
Firm profile
FINTRXOverview
Super{Set} is a compact investment manager organized as a limited liability company and registered with the SEC in 2020. The firm functions primarily as a sponsor and general partner, acting as the managing member of pooled investment vehicles rather than running a traditional advisory business with individual retail clients. It is owned by an individual owner and is classified as an unclassified adviser in regulatory filings. The firm does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not position itself as a pension consultant or capital allocator. Super{Set}’s activities center on creating and managing private funds. Its business model is oriented toward originating and operating pooled vehicles where it serves in GP and sponsor roles, which implies control over portfolio construction, manager selection and deal sourcing within those vehicles.
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 3Jeremy Klein
General PartnerCRD 7231448
Thomas Chavez
Founding General PartnerCRD 7231440
Vivek Vaidya
Founding General PartnerCRD 7231402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 140 New Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
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