CARBIDE VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
319214
Registered since
July 12, 2023

Firm profile

FINTRX

Overview

Carbide Ventures is an LLC that operates as an investment sponsor and general partner focused on pooled private funds. The firm is structured around managing and sponsoring investment vehicles rather than providing traditional advisory services to retail or institutional advisory accounts. SEC registration was recorded in 2023, and the firm is owned by an individual. Carbide Ventures is not designated as an active ESG investor, is not a multi-state adviser, and does not function as a pension consultant or capital allocator in the conventional sense. As a manager and sponsor, Carbide Ventures’ activity centers on deploying committed capital into privately held companies through its own pooled vehicles. The firm’s reported affiliations identify it as an adviser/sponsor, GP, and managing member of pooled investment vehicles, which points to hands-on responsibilities for sourcing deals, conducting diligence, structuring fund investments, and stewarding portfolio companies on behalf of limited partners.

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
  • Dan Weirich

    General PartnerCRD 7758316

  • WILLIAM TAI

    Limited PartnerCRD 1732491

  • Hiro Yoshikawa

    General PartnerCRD 7758315

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
526 Bryant St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth