BAG VENTURES, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 333079
Firm profile
FINTRXOverview
BAG Ventures, LLC operates as a small, private manager that sponsors and serves as general partner or managing member for pooled investment vehicles. The firm’s publicly reported activity centers on venture capital fund management rather than traditional advisory relationships with retail clients. BAG Ventures is not flagged as an active ESG investor and is not identified as a multi-state or pension consultant adviser. Its organizational form and activity profile indicate the business is structured to raise and manage closed-end, illiquid private funds rather than provide broad-based, discretionary wrap or separate-account wealth-management services.
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
Contacts
2 of 2Bonita Stewart
Manager and MemberCRD 7983723
Jackson Georges
Manager and MemberCRD 7983719
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 95 3rd St
- Time zone
- PT (UTC-8)
- Office locations
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