BEVC MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BERKELEY, California
CRD number
327185

Firm profile

FINTRX

Overview

Bevc Management, LLC is organized as an individual-owned limited liability company that operates as a manager and sponsor of pooled investment vehicles. The firm does not present itself as a capital allocator to third-party portfolios, and it is not flagged as an active ESG investor or a multi-state registered adviser. Public-facing advisory classification is listed as unclassified, and the firm does not report activity as a pension consultant or a related 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 3
  • ROWAN CHAPMAN

    Co-FounderCRD 7770647

  • RISA STACK

    Co-FounderCRD 7770638

  • WIDYA MULYASASMITA

    Co-FounderCRD 7767502

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BERKELEY, CA

ALAMEDA

Location

BERKELEY, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
U C Berkeley
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth