E.VENTURES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
presidio, California
CRD number
304362
Registered since
June 18, 2019

Firm profile

FINTRX

Overview

E.Ventures Management, LLC is an individually owned limited liability company that registered with the SEC in 2019. The firm’s regulatory profile is classified as unclassified and it does not present itself as a capital allocator or a multi-state advisory platform. Its primary business activity, as disclosed, is acting as a sponsor, general partner and managing member of pooled investment vehicles rather than providing traditional retail advisory services. The firm is not identified as an active ESG investor.

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
  • PATRICK REILLY

    CFOCRD 6459798

Contacts

3 of 3
  • MATHIAS SCHILLING

    Founding PartnerCRD 6017674

  • CHRISTIAN LEYBOLD

    Founding PartnerCRD 6019412

  • THOMAS GIESELMANN

    Founding PartnerCRD 6017677

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

presidio, CA

SAN FRANCISCO

Location

presidio, CA

Headquartered in presidio, 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
101 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth