Include Venture Partners, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
317503

Firm profile

FINTRX

Overview

Include Venture Partners, LLC operates as a limited liability company focused on investment activities, particularly in the venture capital space. The firm is structured to manage pooled investment vehicles, indicating a commitment to collective investment strategies. While it does not classify itself under traditional advisory activities or as a capital allocator, it plays a role as a sponsor and managing member of its investment vehicles. The firm does not engage in ESG investing and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

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

2 of 2
  • Rosa Estrada

    Rosa Estrada

    Chief Financial OfficerCRD 7633986

  • Bahiyah Robinson

    Bahiyah Robinson

    Founder and CEOCRD 7633988

Contacts

1 of 1
  • Keith Spears

    Keith Spears

    General PartnerCRD 1881182

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, 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
77 Van Ness Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth