CORRELATION MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
161940
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Correlation Management, LLC is an SEC-registered limited liability company that operates primarily as an adviser to private funds, with registration dating to 2012. The firm’s public profile shows it does not maintain traditional advisory client relationships or retail account activity; instead its advisory activity centers on managing pooled investment vehicles. Correlation Management is not designated as a capital allocator or pension consultant, is not an active ESG investor, and is not set up as a multi-state adviser. Its formal classification is listed as unclassified and the recorded ownership is a domestic entity/individual structure. The firm’s investment focus, as reflected in its fund lineup, is concentrated in venture capital strategies. That positioning indicates a preference for private-company equity exposure and deal-driven portfolio construction rather than broad public-markets equity management or high-volume retail account servicing.

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

Owners & executives

1 of 1
  • GRACE CHUI

    Chief Financial OfficerCRD 2330107

Contacts

3 of 3
  • TREVOR KIENZLE

    Managing Director, Co-FounderCRD 1948026

  • DAVID COATS

    Managing DirectorCRD 6044439

  • ANU PATHRIA

    Managing DirectorCRD 6044428

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
9255 Towne Centre Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth