BIG 7 VENTURES MANAGEMENT, LLC

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

Firm details

Headquarters
LAFAYETTE, California
CRD number
329475

Firm profile

FINTRX

Overview

Big 7 Ventures Management, LLC is organized as a limited liability company that functions primarily as a sponsor/GP and managing member of pooled investment vehicles. The firm is characterized as an unclassified adviser and does not present itself as a capital allocator. The dataset lists its SEC registration year as unknown and marks it as not an active ESG investor, not a multi-state adviser, and not a pension consultant. The firm’s visible activity centers on sponsoring and managing private pooled funds rather than providing broad retail advisory services. That operating posture, combined with the sponsor/GP role noted in the record, indicates the business is centered on fund management and control roles within its vehicles.

Assets & Accounts

Investments & Alternatives

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
  • AARON VERMUT

    PartnerCRD 2642320

  • KEVIN SALQUIST

    Director, TradingCRD 1701524

  • Kurt Winter

    Managing PartnerCRD 7842687

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LAFAYETTE, CA

CONTRA COSTA

Location

LAFAYETTE, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
954 Risa Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth