KUOS INVESTMENT II LLC

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
289165
Registered since
August 1, 2017

Firm profile

FINTRX

Overview

Kuos Investment II LLC operates primarily as a sponsor and general partner that organizes pooled investment vehicles focused on venture capital. The firm is structured as a limited liability company and has been SEC-registered since 2017. Rather than serving retail advisory clients, its activity centers on advising and managing private funds; it is not positioned as a multi-state retail adviser, an ESG-active investor, or a capital allocator to other managers. The firm is classified as an unclassified adviser and lists its owner type as a domestic entity/individual. Kuos Investment II LLC’s business model is fund-centric: it forms and manages pooled vehicles where it acts as sponsor, GP and managing member. That placement makes the firm responsible for sourcing deals, executing investments, and running the funds’ operations and governance rather than providing typical advisory services to individual clients.

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

Owners & executives

1 of 1
  • Wei Guo

    CEOCRD 6838680

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
555 Hamilton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth