DNX VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN MATEO, California
CRD number
333872
Registered since
November 26, 2024

Firm profile

FINTRX

Overview

DNX Ventures is a limited liability company that functions primarily as a sponsor and general partner for pooled investment vehicles. The firm is registered with the SEC (registered in 2024) and is classified in filings as an entity focused on other financial product sales activities rather than traditional advisory relationships. Its regulatory footprint indicates the firm serves in a manager and sponsor capacity rather than running retail advisory accounts: filings list DNX Ventures as a sponsor, GP and managing member of pooled investment vehicles, and its registered business activity is “Other Financial Product Salesperson.” The firm’s structure and reported activities point to a business model centered on raising and operating private funds. DNX Ventures does not report conventional advisory client relationships or advisory AUM in the way an RIA would; instead its capital and manager activity is concentrated through at least one pooled vehicle where it serves an operational and governance role as GP.

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

1 of 1
  • MITCH KITAMURA

    Managing Partner, CCO and COOCRD 6430437

Contacts

1 of 1
  • QUAEED MOTIWALA

    Managing PartnerCRD 6430425

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, 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 MATEO
Address
55 E 3rd Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth