CIV INVESTMENT MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
VENICE, California
CRD number
331467
Registered since
May 13, 2024

Firm profile

FINTRX

Overview

CIV Investment Management, LLC is a limited liability company that registered with the SEC in 2024 and is owned by an individual. The firm is listed as unclassified and does not present itself as a capital allocator or a multi-state adviser. It is not flagged as an active ESG investor and does not identify as a pension consultant or related adviser. Its recorded role is as sponsor, general partner, and managing member of pooled investment vehicles, indicating its primary activity is operating private investment funds rather than delivering retail advisory services.

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

Owners & executives

1 of 1
  • Patrick Maloney

    Co-Founder and CEOCRD 7915519

Contacts

2 of 2
  • Jeff Rosenthal

    Co-Founder & Managing DirectorCRD 7915520

  • ABHIJOY MITRA

    Co-Founder and Managing PartnerCRD 6824458

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

VENICE, CA

LOS ANGELES

Location

VENICE, CA

Headquartered in VENICE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
901 Abbot Kinney Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth