CERVIN VENTURES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
283170
Registered since
April 7, 2016

Firm profile

FINTRX

Overview

Cervin Ventures Management, LLC operates as an SEC-registered investment adviser formed as a limited liability company and registered in 2016. The firm functions primarily as an adviser and sponsor to pooled investment vehicles, acting in roles such as general partner and managing member rather than as a traditional retail wealth manager. Its activity centers on creating, managing and administering venture capital vehicles; the firm’s business model emphasizes fund formation, capital raising and active oversight of private company investments through pooled structures. The firm’s affiliations and operational posture indicate a focus on sponsor and GP responsibilities: sourcing deal flow, negotiating fund terms, overseeing portfolio company governance and working with limited partners. Cervin Ventures does not present itself as a multi-state retail adviser or pension consultant; instead, its services are oriented toward institutional and pooled vehicle markets where fund economics and carry structures drive revenue and alignment with investors.

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
  • PREETISH NIJHAWAN

    PartnerCRD 6633762

  • SHIRISH SATHAYE

    PartnerCRD 6050297

  • NEERAJ GUPTA

    PartnerCRD 6633840

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
820 Ramona St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth