TRANSCEND MANAGEMENT, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 308595
- Registered since
- April 30, 2020
- Website
- www.transcend.fund
Firm profile
FINTRXOverview
Transcend Management, LLC is an LLC that registered as an SEC adviser in 2020 and operates as a sponsor and general partner/managing member of pooled investment vehicles. The firm functions as a fund manager rather than a traditional retail adviser or capital allocator: it structures and manages pooled funds, primarily in venture capital. The firm is not identified as an active ESG investor and is not structured as a multi-state advisory platform.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Brett Krause
General PartnerCRD 7247263
Andrew Sheppard
Managing DirectorCRD 7357712
Shanti Bergel
Founding General Partner and Managing DirectorCRD 7247280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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 Embarcadero Ctr
- Time zone
- PT (UTC-8)
- Office locations
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