TELEGRAPH HILL PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
160448
Registered since
March 28, 2012

Firm profile

FINTRX

Overview

Telegraph Hill Partners is a privately held limited liability company that has been SEC-registered since 2012. The firm functions primarily as a sponsor, general partner and managing member of pooled investment vehicles rather than as a retail-facing advisory practice. Records indicate individual ownership and that the firm does not identify itself as an active ESG investor or a multi-state adviser. Telegraph Hill’s activity centers on managing closed investment vehicles rather than running traditional advisory accounts. The available data show no retail or advisory client base under the firm’s RIA reporting, which aligns with its role as a fund sponsor/GP.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • JEANETTE WELSH

    PartnerCRD 2367381

  • JOHN MACKOWSKI

    Managing DirectorCRD 1759462

  • THOMAS RAFFIN

    Venture PartnerCRD 6020900

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth