WI HARPER GROUP INC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 161665
- Registered since
- March 28, 2012
Firm profile
FINTRXOverview
WI Harper Group Inc is organized as a corporation and has been SEC-registered since 2012. The firm’s public profile shows its primary activity is advisory and management of private venture capital funds rather than operating as a retail advisory practice. It is owned by an individual and is not designated as an active ESG investor, a multi-state adviser, or a capital allocator under the disclosures provided. The firm’s regulatory footprint and fund counts indicate a focus on managing pooled private vehicles for institutional and accredited investors.
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
Owners & executives
1 of 1ROMAN LABUTIN
CFOCRD 4968992
Contacts
3 of 3WENSI WU
PartnerCRD 7885609
PETE YEAU-HWAN LIU
ChairmanCRD 6035894
EDWARD LIU
PartnerCRD 7885610
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
- 50 California St
- Time zone
- PT (UTC-8)
- Office locations
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