INSTITUTIONAL VENTURE MANAGEMENT XV, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
9
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
236786
Registered since
June 9, 2015

Firm profile

FINTRX

Overview

Institutional Venture Management Xv, LLC is an SEC-registered limited liability company formed in 2015 that operates primarily as a manager of pooled investment vehicles. The firm’s ownership appears to include both a domestic entity and an individual. It functions in sponsor and general partner roles and serves as the managing member for its pooled funds. The adviser is not identified as a multisate adviser, is not positioned as an ESG investor, and is not described as a capital allocator in the source data.

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 9
  • ERIC LIAW

    General PartnerCRD 4226654

  • JOSEPH MILLER

    Advisory PartnerCRD 1047711

  • Leslie Stolper

    CCOCRD 7891505

Unlock 6 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