Darwin Ventures, LLC

RIASEC RegisteredEst. 2012
Total AUM
$908M
Discretionary
$908M
100% of AUM
Avg account
$75.7M
Accounts
12
Employees
4
Advisory reps
2

Firm details

Headquarters
Sandpoint, Idaho
CRD number
157665
Registered since
February 13, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Darwin Ventures, LLC is an SEC-registered venture capital manager formed as an LLC in 2012 that primarily serves institutional clients. The firm functions as a sponsor and general partner, structuring and managing pooled investment vehicles; its stated advisory activity is portfolio management for pooled funds. Fee arrangements combine a percentage-of-AUM charge with performance-based fees, the common model for venture and private fund managers. Darwin is not listed as an active ESG investor and does not present itself as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • Jr. Caufield

    Jr. Caufield

    Managing PartnerCRD 2649088

  • Ryan Cotton

    Ryan Cotton

    PartnerCRD 4474571

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

Sandpoint, ID

Bonner

Location

Sandpoint, ID

Headquartered in Sandpoint, ID, in the West of the United States.

Region
West
County
Bonner
Address
414 Church St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth