Industry Ventures
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 156213
- Registered since
- April 16, 2012
- Website
- www.industryventures.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Industry Ventures is an LLC that operates as a private-equity fund manager and fund provider focused on institutional investors. The firm is SEC-registered (registered in 2012) and reports advisory activity that includes managing pooled investment vehicles, providing portfolio management for businesses or institutions, and selecting other advisers. Industry Ventures identifies as an active ESG investor and employs an asset-based fee model supplemented by other fee elements. Ownership is a mix of domestic entity and individual stakeholders, and the firm maintains relationships across a broad set of financial intermediaries and sponsors. Industry Ventures’ profile shows it functions not only as an allocator into external managers but also as a sponsor/GP and managing member of pooled vehicles, reflecting an operational footprint across fund management and fund-of-funds style activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Iii Hanson
CAO/CCOCRD 5743929
David Plutzer
PartnerCRD 7026685
Elizabeth Overbay
CRD 4242794
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 50 Osgood Pl
- Time zone
- PT (UTC-8)
- Office locations
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