ASSET MANAGEMENT VENTURES, LLC
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 160606
- Registered since
- March 19, 2012
- Website
- assetman.com
Firm profile
FINTRXOverview
Asset Management Ventures, LLC is a small, privately owned investment manager that operates primarily as a sponsor, general partner and managing member of pooled investment vehicles. The firm’s public filings show it was organized as a limited liability company and registered as an adviser in 2012. Its profile indicates an institutional-style business model focused on running private funds rather than serving a retail advisory book. The firm is not positioned as a multi-state adviser or pension consultant and does not identify as an active ESG investor. Its classification and owner type are reported as unclassified and individual, respectively, which aligns with a compact, fund-centric operation rather than a broad advisory or wealth-management platform.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Nemariam Mesfin
CFOCRD 7706926
Contacts
3 of 3DAVID FLESHMAN
PartnerCRD 6025035
RICHARD SIMONI
PartnerCRD 6025040
LOUIS LANGE
PartnerCRD 6025048
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MENLO PARK, CA
SAN MATEO
Location
MENLO PARK, CA
Headquartered in MENLO PARK, 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
- 1300 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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