BALLISTIC VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
318512
Registered since
January 21, 2022

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • AGNES SO

    Chief Financial OfficerCRD 7892369

Contacts

3 of 5
  • KEVIN MANDIA

    General PartnerCRD 8063437

  • Barmak Meftah

    General PartnerCRD 7494421

  • Roger Thornton

    Co-Founder & General PartnerCRD 7494419

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
1600 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth