Asset Manager

Updated:

SharesPost Financial Corporation

SharesPost Financial Corporation was formed to serve the private company secondary market, offering trading and investment management for pre-IPO...

SharesPost Financial Corporation

SharesPost Financial Corporation was formed to serve the private company secondary market, offering trading and investment management for pre-IPO equities. The firm maintains a global footprint with offices in San Francisco, Geneva, Shanghai, Hong Kong, and Delaware. The firm's strategy centers on secondary sales and fund investments in late-stage private technology and healthcare companies. It operates a trading platform that matches buyers and sellers of private shares, alongside managed funds that acquire stakes in high-growth private firms. Notable portfolio involvement includes positions in companies like SpaceX and Palantir Technologies, based on public transaction records. Geographically, SharesPost focuses on US and Chinese growth enterprises. SharesPost employs a team across its multiple international offices but does not publicly disclose total professionals or assets under management. It has not reported a specific AUM figure. The firm's recent activity is not publicly documented in the last 24 months; available information reflects earlier secondary transactions and fund launches from prior years. The firm differentiates through its hybrid model combining a secondary trading exchange with active fund management, targeting a market niche typically dominated by specialized intermediaries. This structure allows it to offer liquidity to private company shareholders while deploying capital directly into late-stage companies.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

San Francisco

Corporate office

San Francisco, CA, United States

Additional offices

Sausalito, CA · Geneva, Switzerland · Shanghai, China · Dover, DE · Woodside, CA · Hong Kong

Sector focus

Private EquityVenture CapitalSecondariesTechnologyHealthcare

Frequently asked questions

Who leads investment decisions at SharesPost Financial Corporation?

SharesPost does not publicly list its current executive team or investment committee. Public filings and historical records indicate the firm was founded by individuals with finance backgrounds, but no current named principals are available in public sources.

How does SharesPost source proprietary deal flow?

SharesPost operates a secondary trading platform that facilitates direct transactions between buyers and sellers of private company shares. This platform generates proprietary flow by connecting institutional and accredited investors with shareholders seeking liquidity in pre-IPO firms.

Is SharesPost structured as a family office or an asset manager?

SharesPost Financial Corporation is an asset manager and broker-dealer, not a family office. It operates a regulated trading venue and manages investment funds focused on late-stage private companies, making it a financial services firm.

Does SharesPost participate in fund commitments or only direct deals?

SharesPost engages in both direct secondary transactions and fund investments. It manages pooled vehicles that acquire stakes in private companies, allowing investors to gain exposure to a portfolio of pre-IPO firms.

What investment stages does SharesPost typically target?

SharesPost focuses on late-stage private companies, typically those with established revenue and nearing an IPO or direct listing. It targets growth-stage firms in technology and healthcare sectors.

Which sectors does SharesPost explicitly avoid?

SharesPost does not publicly specify sectors it avoids. Its known activity centers on technology and healthcare, suggesting a concentration in these sectors.

How is SharesPost related to the broader secondary market ecosystem?

SharesPost competes with other private secondary platforms such as Forge Global and EquityZen. It differentiates by offering both a trading platform and asset management services, providing liquidity solutions for shareholders and investment opportunities for buyers.

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.

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