TERPSI CAPITAL LP

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HERMOSA BEACH, California
CRD number
332340
Registered since
September 23, 2024

Firm profile

FINTRX

Overview

Terpsi Capital LP is a limited partnership formed in 2024 that operates primarily as a sponsor, general partner and managing member of pooled investment vehicles. The firm’s activity centers on running a cluster of private venture capital funds rather than providing traditional retail advisory relationships. Terpsi is structured to originate, manage and control pooled vehicles—taking GP responsibilities—rather than acting as a multi-state RIA with broad advisory client lists. The firm does not identify as an active ESG investor. Investment emphasis is on venture capital strategies delivered through multiple discrete fund vehicles. Given its sponsor/GP role, Terpsi appears to take an active manager stance: sourcing deals, setting fund terms and overseeing portfolio company value-creation rather than merely allocating to third‑party managers.

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
  • GAVIN COULSON

    Founding PartnerCRD 7421566

  • DAN MORAD

    Founding PartnerCRD 5533669

Wealth teams

FINTRX

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

HERMOSA BEACH, CA

LOS ANGELES

Location

HERMOSA BEACH, CA

Headquartered in HERMOSA BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
215 Pier Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth