KIVA CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
310970

Firm profile

FINTRX

Overview

Kiva Capital Management, LLC operates as a limited liability company with a focus on investment management activities. The firm is involved in the management of private equity and private placements, indicating a preference for alternative investments. While it does not classify itself as a capital allocator, it engages in business activities as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA). The firm does not have a specific emphasis on ESG investing and is not a multi-state adviser, suggesting a more localized approach to its investment strategies.

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

Owners & executives

1 of 1
  • Vishal Ghotge

    Chief Executive OfficerCRD 7718496

Contacts

3 of 3
  • Austin Choi

    General CounselCRD 7318638

  • Richard Carter-Brown

    Senior DirectorCRD 7992449

  • Kathleen Guis

    Vice President, InvestmentsCRD 7803104

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
535 Mission St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth