THE SPACE BETWEEN MGMT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
presidio, California
CRD number
330301
Registered since
July 26, 2024

Firm profile

FINTRX

Overview

The Space Between Mgmt LLC is a limited liability company that registered with the SEC in 2024 and is owned by an individual. The firm is classified as unclassified in the snapshot data and is not identified as a multi-state adviser, capital allocator, pension consultant, or related adviser. It does not describe itself as an active ESG investor. Industry affiliation tags indicate the firm operates in sponsor and general partner roles and serves as the managing member of pooled investment vehicles, signaling a focus on private fund sponsorship rather than retail advisory business.

Assets & Accounts

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

Contacts

3 of 4
  • CALVIN NGUYEN

    Partner, Co-FounderCRD 7964424

  • ANDY LAM

    Co-Founder & PartnerCRD 6443095

  • SHAUNA DEVAND

    PartnerCRD 4554766

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

presidio, CA

SAN FRANCISCO

Location

presidio, CA

Headquartered in presidio, 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
12 Funston Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth