ACORN PACIFIC VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN MATEO, California
CRD number
250786
Registered since
June 19, 2015

Firm profile

FINTRX

Overview

Acorn Pacific Ventures is a privately held limited liability company that operates as a sponsor and general partner of pooled investment vehicles, with SEC registration dating back to 2015. The firm’s business model centers on running venture capital funds rather than providing traditional advisory services to individual retail clients. As managing member and GP, Acorn Pacific Ventures takes an active role in sourcing deals, underwriting early-stage and growth equity opportunities, and overseeing portfolio companies through board involvement and operational support. The firm’s stated classifications show it functions primarily as a private fund manager rather than a multi-state advisory practice or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • PETER HSIEH

    PartnerCRD 6516193

  • HOWARD CHAU

    PartnerCRD 6516195

  • CHENG CHIH-KAI

    Venture PartnerCRD 6516194

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
411 Borel Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth