AV CAPITAL MANAGEMENT, L.L.C.

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
288140
Registered since
September 18, 2017

Firm profile

FINTRX

Overview

AV Capital Management, L.L.C. is an LLC that has been SEC-registered since 2017. The firm functions principally as a sponsor and general partner, serving as managing member of pooled investment vehicles rather than operating as a traditional advisory shop for retail accounts. FINTRX classifies its ownership as comprising domestic entities, foreign entities and individuals. The firm is not identified as a capital allocator, is not active on ESG mandates, and is not listed as a multi-state adviser.

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 5
  • MATHIEU COSTES

    PartnerCRD 7896642

  • Lewis Pinault

    PartnerCRD 7896640

  • Nicole Conner

    PartnerCRD 7896549

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
3000 Sand Hill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth