Think Investments

RIASEC RegisteredEst. 2013
Total AUM
$4.3B
Discretionary
$4.3B
100% of AUM
Avg account
$717M
Accounts
6
Employees
24
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
169347
Registered since
November 15, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Think Investments operates as a limited partnership organized as a hedge fund and has been SEC-registered since 2013. The firm functions as a sponsor/GP and managing member of pooled investment vehicles and performs portfolio management for those vehicles; it is also identified as a CPO/CTA. Its client base is institutional, and its fee model combines a percentage-of-AUM charge with performance-based fees. Think Investments is not designated as a capital allocator and is not marked as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jennifer Kim

    CFOCRD 7889589

  • Marcus Werner

    Marcus Werner

    Chief Operating OfficerCRD 5064870

Contacts

1 of 1
  • Shashin Shah

    Managing PartnerCRD 4884335

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth