ELLERRA VENTURES LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
332789

Firm profile

FINTRX

Overview

Ellerra Ventures LLC operates primarily as a sponsor and managing member of at least one pooled investment vehicle rather than as a traditional advisory firm serving retail or institutional advisory clients. The firm’s public filings identify roles such as accountant and sponsor and indicate direct involvement as a general partner and managing member of pooled vehicles. That reporting profile, combined with the absence of registered advisory clients, points to a business model centered on operating and administering private fund structures rather than running a broad advisory platform or acting as a multi-state registered adviser. Investment activity is concentrated on private, venture-oriented capital deployment. There is no indication the firm runs a diversified public-markets investment lineup or a multi-product wealth management offering; instead, capital allocation and manager responsibilities appear focused on a small-scale venture fund or similar pooled vehicle.

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
  • Stephen Torres

    Managing PartnerCRD 7968097

  • Stephen Grassi

    Managing PartnerCRD 7968090

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SAN MATEO

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
SAN MATEO
Address
2100 Geng Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth