DCVC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
167441
Registered since
March 29, 2024

Firm profile

FINTRX

Overview

Dcvc is organized as a limited liability company that functions primarily as a venture capital sponsor and general partner. Its activity centers on managing pooled investment vehicles rather than serving retail advisory clients: the firm acts as an adviser/sponsor and managing member for private funds, allocating capital into venture-stage opportunities. Dcvc is not listed as an active ESG investor, is not a multi-state adviser, and is not positioned as a traditional capital allocator or pension consultant. The firm registered with the SEC in 2024 and is owned by an individual, indicating a compact ownership structure aligned around private fund management.

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

2 of 2
  • SPENCER PUNTER

    Partner, COOCRD 2698051

  • Ryan Ward

    Chief Legal OfficerCRD 7084168

Contacts

2 of 2
  • MATTHEW OCKO

    Co-Founder and Managing PartnerCRD 6132991

  • ZACHARY BOGUE

    Co-Founder and Managing PartnerCRD 6132989

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
270 University Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth