ENVISION VENTURES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
283646
Registered since
April 12, 2016

Firm profile

FINTRX

Overview

Envision Ventures Management, LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2016. The firm operates primarily as a sponsor, general partner and managing member of pooled investment vehicles, positioning itself as an operator-manager of private investment funds rather than a traditional advisory shop with individual retail accounts. It is classified as an unclassified adviser with an individual owner structure and does not present itself as a multi-state adviser, an active ESG investor, or a pension consultant. The firm’s investment activity centers on venture capital. Its regulatory filings indicate the firm runs at least one pooled vehicle and assumes the GP role, which implies responsibility for deal sourcing, underwriting, portfolio construction, and fund-level governance. Envision’s reporting shows no separate advisory clients outside of its private fund vehicle, reflecting a business model focused on institutional-style fund management rather than one-off advisory relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • DANIEL AHN

    FounderCRD 2138051

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, 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
3000 Sand Hill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth