THE COLUMN GROUP

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
161912
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

The Column Group operates as a limited partnership and has been SEC-registered since 2012. It functions primarily as sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional registered investment adviser serving retail accounts. The firm’s ownership is listed as a combination of domestic entity and individual ownership. Public filings indicate it does not position itself as a capital allocator, is not a multistate adviser, and does not identify as an active ESG investor. The firm’s activity centers on running private investment vehicles; its fund platform and sponsorship role define its client relationships (limited partners) rather than direct advisory relationships with retail or institutional advisory accounts.

Public Holdings

Investments & Alternatives

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

Owners & executives

1 of 1
  • JAMES EVANGELISTA

    Partner, CFOCRD 6125757

Contacts

2 of 2
  • PETER SVENNILSON

    Founder & Managing PartnerCRD 4660805

  • TIMOTHY KUTZKEY

    Managing PartnerCRD 6039377

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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
1 Letterman Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth