COMMERCE VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
167328
Registered since
February 28, 2021

Firm profile

FINTRX

Overview

Commerce Ventures operates primarily as a sponsor and general partner of pooled investment vehicles, with a clear emphasis on venture capital strategies. The firm is organized as a limited liability company and registered with the SEC in 2021. Its regulatory profile and industry affiliation as a sponsor/GP and managing member indicate the business is built around forming, managing and advising private funds rather than running a traditional advisory platform for retail advisory accounts. Investment activity centers on private fund formation and management. The mix and scale of funds — many smaller vehicles aggregated across the platform — point to a focus on managing concentrated, manager-led venture exposures rather than broad public market allocations. Commerce Ventures is not an active ESG investor according to the available profile and is not positioned as a pension consultant or multi-state retail adviser.

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

2 of 2
  • DAN ROSEN

    PartnerCRD 6180983

  • MATTHEW NICHOLS

    PartnerCRD 3257504

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, 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 FRANCISCO
Address
555 Mission St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth