BALLISTIC VENTURES
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 318512
- Registered since
- January 21, 2022
- Website
- ballisticventures.com
Firm profile
FINTRXOverview
Ballistic Ventures is a limited liability company that registered with the SEC in 2022 and is owned by an individual. The adviser is classified as "Unclassified" in the source data and is not designated as a capital allocator or a multi-state adviser. It is not identified as an active ESG investor. The firm operates in a sponsor/manager capacity — acting as sponsor, general partner, and managing member of pooled investment vehicles — which positions it primarily as a fund sponsor rather than a traditional fee-for-advice retail RIA.
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 1AGNES SO
Chief Financial OfficerCRD 7892369
Contacts
3 of 5KEVIN MANDIA
General PartnerCRD 8063437
Barmak Meftah
General PartnerCRD 7494421
Roger Thornton
Co-Founder & General PartnerCRD 7494419
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
- 1600 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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