FUSION FUND SILICON VALLEY LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
289902
Registered since
March 30, 2021

Firm profile

FINTRX

Overview

Fusion Fund Silicon Valley LLC is organized as a limited liability company and registered with the SEC in 2021. The firm is owned by an individual and is classified as unclassified within the dataset. It does not operate as a multi-state adviser, is not labeled an active ESG investor, and is not identified as a capital allocator or pension consultant. The firm’s primary role is as a sponsor and general partner — it serves as the managing member of pooled investment vehicles rather than running a traditional retail advisory business.

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

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Lu Zhang

    Founder & Managing PartnerCRD 6907396

Wealth teams

FINTRX

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

PALO ALTO, CA

SANTA CLARA

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
SANTA CLARA
Address
550 Lytton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth