INSTITUTIONAL VENTURE MANAGEMENT XIV, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
7
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
165005
Registered since
August 9, 2012

Firm profile

FINTRX

Overview

Institutional Venture Management Xiv, LLC is an SEC-registered limited liability company that operates primarily as an adviser and sponsor of pooled investment vehicles. The firm functions as a general partner and managing member of private funds, with its regulatory profile indicating activity as an investment adviser and sponsor rather than a traditional retail RIA serving individual advisory accounts. Investment activity centers on venture capital deployment through at least one fund, alongside a small, concentrated public equity sleeve reflected in 13F filings. The firm does not identify as an active ESG investor and does not report broad multi-state advisory operations.

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

Contacts

3 of 7
  • DENNIS PHELPS

    Advisory PartnerCRD 2260521

  • JOSEPH MILLER

    Advisory PartnerCRD 1047711

  • Leslie Stolper

    CCOCRD 7891505

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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