WILLSTAR8PLUS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
325445

Firm profile

FINTRX

Overview

Willstar8plus LLC is organized as a limited liability company that operates primarily as a sponsor and general partner—or managing member—of pooled investment vehicles. The firm’s public profile points to a focus on venture capital through its private fund activity rather than providing traditional advisory services to retail or institutional advisory clients. It is not flagged as an active ESG investor, does not present itself as a multi-state adviser, and is not identified as a pension consultant. Reported metadata suggests the firm functions more as a private capital manager (GP/sponsor) than a capital allocator or broad-based registered investment adviser serving a large retail client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • WILLIAM GURTIN

    Chairman of the BoardCRD 1441144

  • ERIK DAVIDSON

    ManagerCRD 3135842

  • GRANT GURTIN

    ManagerCRD 6617289

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
11622 El Camino Real
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth