KATALYST.VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
294643
Registered since
April 12, 2018

Firm profile

FINTRX

Overview

KatalysT.Ventures is a limited liability company that registered with the SEC in 2018. The firm operates primarily as an adviser and sponsor of pooled investment vehicles, serving as general partner and managing member for private funds. Its public-facing filings show no traditional advisory client relationships; instead, the business centers on structuring and managing pooled venture capital vehicles. The firm is not flagged as an active ESG investor, is classified as unclassified in regulatory filings, and is not identified as a multi-state adviser or capital allocator. KatalysT.Ventures’ activities indicate a manager profile focused on private-company investing through sponsored funds rather than on retail or separately managed account businesses. The firm’s role as sponsor and GP points to active decision-making on fund formation, portfolio construction and capital deployment for limited partners.

Assets & Accounts

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

1 of 1
  • Susan Choe

    Founder and Managing PartnerCRD 6600050

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
166 Geary St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth