Be advised. This firm is no longer registered.

Phineus Partners, LP

Phineus Partners, LP (CRD# 120230) is a financial advisory firm headquartered in San Francisco, CA. They manage $9,759,465 in 2 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $4,879,733
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, NY

Financial Advisors at Phineus Partners, LP
No Advisor Found.
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