LOCK 8 Partners
SEC RegisteredUnlock the Potential of Small-Scale SaaS Businesses
About the firm
Lock 8 helps small-scale, high-potential SaaS and Tech-enabled Services businesses transform into world-class organizations by utilizing decades of operational experience, a proven engagement model, thoughtful investments in leadership, and a commitment to building value for the long term.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investing in SaaS businesses to maximize their product potential and commercial impact; operating through a collaborative, proven, and replicable operating approach and engagement model; partnering with portfolio businesses to elevate people, improve processes, and build winning organizational cultures in support of capital-efficient growth.
Who they serve
Small-scale, high-potential SaaS and Tech-enabled Services businesses, particularly capable, under-the-radar SaaS businesses with strong products and a solid foundation for sustained growth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 4 | $415M |
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LOCK 8 Partners has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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