PRINCIPLY, INC.
Legal name: BACKER
CRD #281813 SEC #801-106798 SAN FRANCISCO, CA +1 (844) SAVE-529
SEC Registered
Total AUM
$47.5M
Discretionary
$0
Employees
20
Clients
--
Accounts
11,885
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 2, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Lee, Jordan, Gabriel Eckton | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | E | Control |
| Lee, Jordan, Gabriel Eckton | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | E | Control |
| Lee, Jordan, Gabriel Eckton | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | E | Control |
| Lee, Jordan, Gabriel Eckton | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | E | Control |
| Lee, Jordan, Gabriel Eckton | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | E | Control |
| Lee, Jordan, Gabriel Eckton | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | E | Control |
| Lee, Jordan, Gabriel Eckton | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | E | Control |
| LEE, JORDAN, GABRIEL ECKTON | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | D | Control |
| LEE, JORDAN, GABRIEL ECKTON | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | D | Control |
| Lee, Jordan, Gabriel Eckton | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | D | Control |
| Lee, Jordan, Gabriel Eckton | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | D | Control |
| Lee, Jordan, Gabriel Eckton | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | D | Control |
| Lee, Jordan, Gabriel Eckton | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | D | Control |
| Lee, Jordan, Gabriel Eckton | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | D | Control |
| Lee, Jordan, Gabriel Eckton | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | D | Control |
| WH2-P LLC | DE | SHAREHOLDER (PREFERRED) | D | Control |
| WH2-P LLC | DE | SHAREHOLDER (PREFERRED) | D | Control |
| WH2-P LLC | DE | SHAREHOLDER (PREFERRED) | D | Control |
| CHAO, ABIGAIL | I | CHIEF OPERATING OFFICER | C | Control |
| CHAO, ABIGAIL | I | CHIEF OPERATING OFFICER | C | Control |
| CHAO, ABIGAIL | I | CHIEF OPERATING OFFICER | C | Control |
| CHAO, ABIGAIL | I | CHIEF OPERATING OFFICER | C | Control |
| CHAO, ABIGAIL | I | CHIEF OPERATING OFFICER | C | Control |
| CHAO, ABIGAIL | I | CHIEF OPERATING OFFICER | C | Control |
| CHAO, ABIGAIL | I | CHIEF OPERATING OFFICER | C | Control |
| CHAO, ABIGAIL | I | CHIEF OPERATING OFFICER | C | Control |
| LEE, JORDAN, GABRIEL ECKTON | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | C | Control |
| LEE, JORDAN, GABRIEL ECKTON | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | C | Control |
| LEE, JORDAN, GABRIEL ECKTON | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | C | Control |
| LEE, JORDAN, GABRIEL ECKTON | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | C | Control |
| LEE, JORDAN, GABRIEL ECKTON | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | C | Control |
| LEE, JORDAN, GABRIEL ECKTON | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER | C | Control |
| LEE, JORDAN, GABRIEL ECKTON | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, SHAREHOLDER (COMMON) | C | Control |
| LEE, JORDAN, GABRIEL ECKTON | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, SHAREHOLDER (COMMON) | C | Control |
| LEE, JORDAN, GABRIEL ECKTON | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, SHAREHOLDER (COMMON) | C | Control |
| LEE, JORDAN, GABRIEL ECKTON | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, SHAREHOLDER (COMMON) | C | Control |
| LEE, JORDAN, GABRIEL ECKTON | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, SHAREHOLDER (COMMON) | C | Control |
| LEE, JORDAN, GABRIEL ECKTON | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, SHAREHOLDER (COMMON) | C | Control |
| LEE, JORDAN, GABRIEL ECKTON | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, SHAREHOLDER (COMMON) | C | Control |
| CROSSLINK VENTURES IX, L.P. | DE | SHAREHOLDER (PREFERRED) | B | |
| CROSSLINK VENTURES IX, L.P. | DE | SHAREHOLDER (PREFERRED) | B | |
| CROSSLINK VENTURES IX, L.P. | DE | SHAREHOLDER (PREFERRED) | B | |
| CROSSLINK VENTURES IX, L.P. | DE | SHAREHOLDER (PREFERRED) | B | |
| BLAISDELL LIVING TRUST DATED JULY 20TH, 2012 | DE | SHAREHOLDER (PREFERRED) | A | |
| BLAISDELL LIVING TRUST DATED JULY 20TH, 2012 | DE | SHAREHOLDER (PREFERRED) | A | |
| BLAISDELL LIVING TRUST DATED JULY 20TH, 2012 | DE | SHAREHOLDER (PREFERRED) | A | |
| BLAISDELL LIVING TRUST DATED JULY 20TH, 2012 | DE | SHAREHOLDER (PREFERRED) | A | |
| BLAISDELL, THOMAS, B. | I | TRUSTEE | A | |
| BLAISDELL, THOMAS, B. | I | TRUSTEE | A | |
| BLAISDELL, THOMAS, B. | I | TRUSTEE | A | |
| CHAO, ABIGAIL | I | SHAREHOLDER (COMMON) | A | |
| CHAO, ABIGAIL, MAY | I | SHAREHOLDER (COMMON) | A | |
| CHAO, ABIGAIL, MAY | I | SHAREHOLDER (COMMON) | A | |
| CHAO, ABIGAIL, MAY | I | SHAREHOLDER (COMMON) | A | |
| CROSSLINK VENTURES IX-B, L.P. | DE | SHAREHOLDER (PREFERRED) | A | |
| CROSSLINK VENTURES IX-B, L.P. | DE | SHAREHOLDER (PREFERRED) | A | |
| CROSSLINK VENTURES IX-B, L.P. | DE | SHAREHOLDER (PREFERRED) | A | |
| CROSSLINK VENTURES IX-B, L.P. | DE | SHAREHOLDER (PREFERRED) | A | |
| RALLY VENTURES FUND III, L.P. | DE | SHAREHOLDER (PREFERRED) | A | |
| RALLY VENTURES FUND III, L.P. | DE | SHAREHOLDER (PREFERRED) | A | |
| RALLY VENTURES FUND III, L.P. | DE | SHAREHOLDER (PREFERRED) | A | |
| RALLY VENTURES FUND III, L.P. | DE | SHAREHOLDER (PREFERRED) | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WNDRCO HOLDINGS II LP | DE | WH2-P LLC | D | Control |
Registrations
Federal
IA
Apr 2, 2025 REGISTERED
Notice Filings (51)
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Address
474 BRYANT STSAN FRANCISCO, CA 94107
United States
Phone: +1 (844) SAVE-529