CSC UPSHOT VENTURES MANAGEMENT, LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 283270
- Registered since
- July 28, 2020
- Website
- csc-upshot.vc
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Anuja Lele
Chief Financial OfficerCRD 7255809
LAURA GARNER
Chief Compliance OfficerCRD 6491963
Contacts
2 of 2Li Li
Managing MemberCRD 7271929
HUOYMING YEH
Founder and Managing PartnerCRD 2794441
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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