AMITY VENTURES

RIASEC RegisteredEst. 2022
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$42.4M
Accounts
41
Employees
10
Advisory reps
2

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
290313
Registered since
August 3, 2022
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Amity Ventures is an SEC‑registered manager that operates as a combined venture capital and hedge fund sponsor, with a mandate focused on pooled investment vehicles for institutional investors. The firm functions as sponsor, general partner and managing member on its funds, taking an active role in sourcing, diligencing and structuring private investments. Its stated product mix and capital deployment emphasize venture capital first, supplemented by hedge strategies and targeted exposures to private placements and digital currency-related opportunities. Fee arrangements include both ad valorem management fees and performance-based compensation, consistent with a manager that runs closed‑end and alternative vehicles. Amity Ventures does not position itself as an ESG investor, and it concentrates on a limited institutional client base rather than a broad retail footprint. The firm’s structure and activities point to an active, concentrated investment approach that prioritizes direct and fund‑level private market exposure.

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

2 of 2
  • JASON WONG

    Director Of Finance And OperationsCRD 7883352

  • CHARLES REIM

    Co-Founder and Managing PartnerCRD 6076055

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, 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 FRANCISCO
Address
220 Halleck St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth