DERIVE VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
326349
Registered since
May 5, 2023

Firm profile

FINTRX

Overview

Derive Ventures operates as a Limited Liability Company and primarily engages in managing pooled investment vehicles. The firm is involved in the venture capital space, focusing on investments that align with its strategic interests. While specific details regarding the firm's investment preferences and manager allocation interests are not disclosed, its classification as unclassified suggests a flexible approach to investment strategies. Derive Ventures does not actively pursue ESG investments and does not operate as a multi-state adviser.

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
  • ZACHARY CARRICO

    Managing Member and PartnerCRD 6503712

  • MICHAEL SCOTT

    Managing Partner & Co-FounderCRD 5819520

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
2120 Union St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth