INCLUDE VENTURE PARTNERS MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
331965
Registered since
June 18, 2024

Firm profile

FINTRX

Overview

Include Venture Partners Management, LLC is a limited liability company that registered with the SEC in 2024 and is owned by an individual. The firm serves as sponsor, general partner and managing member of pooled investment vehicles, indicating its primary role is operating and managing private funds rather than acting as a broad advisory platform for external retail or institutional advisory clients. Regulatory markers show it is not an active ESG investor and it is not identified as a capital allocator. The firm’s public profile is compact: classification is listed as unclassified and several typical adviser flags (multi-state adviser, pension consultant, related adviser) are not set. The combination of recent SEC registration and pooled-vehicle sponsorship points to a manager organized around its fund vehicle(s) rather than a traditional RIA advisory business servicing numerous separate client accounts.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

Owners & executives

1 of 1
  • Bahiyah Robinson

    Founder and CEOCRD 7633988

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

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