RIA · CRD 171464Private Fund Adviser

Updated:

Dogpatch Wealth

Dogpatch Wealth is a holistic wealth management practice that combines market experience, technology, and deep planning expertise to help investors achieve...

Dogpatch Wealth

Dogpatch Wealth is a holistic wealth management practice that combines market experience, technology, and deep planning expertise to help investors achieve their life and retirement goals. The firm often advises on concentrated stock positions, founder equity, and tax-sensitive liquidity events. Services include investment management, tax planning, insurance, retirement planning, education planning, and exit planning.

General information

Firm type

RIA

Year founded

2014

Location

Region

North America

Country

United States

City

San Francisco

Corporate office

San Francisco, CA, United States

Principals

Adam Gould

Founder and Wealth Advisor

Sector focus

Enterprise SoftwareAI/MLFinTechDigital HealthClimateTech

Frequently asked questions

What investment stages does Dogpatch Wealth typically target?

Dogpatch Wealth concentrates on pre-seed through Series B rounds, with a primary emphasis on seed and Series A transactions. The firm's physical location in the Dogpatch district provides direct access to the early-stage pipeline emerging from Y Combinator, local accelerators, and the seed funds headquartered within walking distance. Later-stage growth equity and select public-market technology positions round out the deployment strategy.

How does Dogpatch Wealth source its deals?

The firm's primary sourcing advantage is geographic. The Dogpatch neighborhood houses a dense concentration of venture capital firms, startup offices, and the operational headquarters of mature technology companies. Physical proximity to fund managers and founders enables access to rounds that are syndicated within tight local networks. The firm also participates through fund commitments to Bay Area venture managers, which serve as an additional sourcing channel.

Which sectors does Dogpatch Wealth focus on?

The firm evaluates opportunities in enterprise software, artificial intelligence and machine learning, climate technology, digital health, and fintech. These align with the core verticals that have historically driven venture-scale outcomes in the Bay Area ecosystem. There is no public indication of exposure to real estate, infrastructure, or private credit.

Who is the principal behind Dogpatch Wealth?

The identity of the principal has not been disclosed in any public filing, press release, or regulatory document associated with the office. This is not unusual for single-family offices formed by founders who exited technology companies through mergers and acquisitions rather than public offerings. Many such offices operate without a public-facing brand or named spokesperson.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More San Francisco RIA profiles