CANVAS VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2013
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PORTOLA VALLEY, California
CRD number
168532
Registered since
September 20, 2013

Firm profile

FINTRX

Overview

Canvas Ventures operates as a limited liability company that functions primarily as a sponsor and general partner of pooled investment vehicles. The firm is structured to run closed-end private funds rather than to provide broad retail advisory services. Filings show Canvas Ventures registered with the SEC in 2013 and that the firm does not identify as an ESG-focused or multi-state registered adviser. Their public disclosures and filings characterize them as an active manager on the private-side: organizing, managing and serving as GP for venture capital vehicles. Canvas Ventures’ activity profile points to a concentrated approach to public equity exposure — limited 13F filings indicate a single sizable public position rather than a diversified taxable-account roster. The firm’s role as GP and sponsor suggests primary allocation interest in privately negotiated and venture-stage opportunities, with occasional public-market holdings that are likely carry-through or post-liquidity positions associated with portfolio exits.

Assets & Accounts

Public Holdings

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

Owners & executives

1 of 1
  • Travis Boettner

    CCO & CFOCRD 6572311

Contacts

1 of 1
  • REBECCA LYNN

    PartnerCRD 6027410

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PORTOLA VALLEY, CA

SAN MATEO

Location

PORTOLA VALLEY, CA

Headquartered in PORTOLA VALLEY, 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
3200 Alpine Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth