CSC UPSHOT VENTURES MANAGEMENT, LLC

RIASEC RegisteredEst. 2020
Total AUM
$219M
Discretionary
$219M
100% of AUM
Avg account
$219M
Accounts
1
Employees
3
Advisory reps
4

Firm details

Headquarters
PALO ALTO, California
CRD number
283270
Registered since
July 28, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

CSC Upshot Ventures Management, LLC is a venture capital manager that advises and operates pooled investment vehicles for institutional clients. The firm focuses on managing a single pooled vehicle and performs portfolio management duties typical of a VC fund sponsor and general partner. Its business model centers on a blend of percentage-of-AUM and performance-based fees, which aligns economic incentives between the manager and its institutional limited partners. Organizationally the adviser is structured as a limited liability company and lists both foreign-entity and individual ownership. The firm identifies itself as a sponsor, general partner and managing member of its pooled vehicles, and maintains a law-firm affiliation that appears to support fund formation and governance. CSC Upshot is not positioned as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or capital allocator in the traditional sense.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Anuja Lele

    Chief Financial OfficerCRD 7255809

  • LAURA GARNER

    Chief Compliance OfficerCRD 6491963

Contacts

2 of 2
  • Li Li

    Managing MemberCRD 7271929

  • HUOYMING YEH

    Founder and Managing PartnerCRD 2794441

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
171 Forest Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth