SUPER{SET}

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
304847
Registered since
February 24, 2020

Firm profile

FINTRX

Overview

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

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

3 of 3
  • Jeremy Klein

    General PartnerCRD 7231448

  • Thomas Chavez

    Founding General PartnerCRD 7231440

  • Vivek Vaidya

    Founding General PartnerCRD 7231402

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
140 New Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth