CYAN VENTURES MANAGEMENT COMPANY, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MILL VALLEY, California
CRD number
333699

Firm profile

FINTRX

Overview

Cyan Ventures Management Company, LLC operates as a small, manager-led sponsor and general partner that organizes and runs pooled investment vehicles. Its activity centers on venture-style private investing rather than retail advisory relationships. The firm does not position itself as an ESG-focused allocator and is not set up as a multi-state adviser or pension consultant. Given the firm’s structure and fund scale, its approach emphasizes concentrated, active management of a small number of private-company investments, with the firm serving in a direct sponsoring and GP capacity.

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
  • David Mallard

    Co-Founder and General PartnerCRD 7999099

  • WALTER RICHMOND

    Co-FounderCRD 2805463

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MILL VALLEY, CA

MARIN

Location

MILL VALLEY, CA

Headquartered in MILL VALLEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
35 Miller Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth