AULIS CAPITAL US ADVISOR, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
341217
Registered since
March 16, 2026

Firm profile

FINTRX

Overview

Aulis Capital US Advisor, LLC is a limited liability company that focuses on investment activities primarily in the venture capital space. The firm engages in managing pooled investment vehicles, acting as a sponsor, general partner, and managing member. While it does not classify itself under a specific category, it operates with a clear emphasis on venture capital investments. The firm does not actively pursue ESG (Environmental, Social, and Governance) investments and is not a multi-state adviser. Aulis Capital US Advisor is a newly formed adviser and does not serve as a pension consultant.

Assets & Accounts

Public Holdings

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

Owners & executives

1 of 1
  • Wai Ting Ng

    CFO & CCOCRD 8236123

Contacts

1 of 1
  • DAVID FLESHMAN

    PartnerCRD 6025035

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
171 Forest Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth