LIGHTSTONE VENTURES
Firm details
- Headquarters
- PORTOLA VALLEY, California
- CRD number
- 168121
- Registered since
- June 11, 2013
- Website
- dynamo.dynamosoftware.com
Firm profile
FINTRXOverview
Lightstone Ventures is organized as a limited liability company and has been SEC-registered since 2013. The firm is reported to have owners that include domestic entities, foreign entities and individuals. Lightstone is not identified as a multi-state adviser or an active ESG investor, and it is marked as not functioning as a capital allocator. Its regulatory/business classification is listed as unclassified. Where the firm’s activities are detailed, it is described as a sponsor, general partner and managing member of pooled investment vehicles rather than a retail/advisory unit serving individual advisory clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Travis Boettner
CCO & CFOCRD 6572311
Contacts
3 of 6HENRY PLAIN
Managing DirectorCRD 6027417
Jaclyn Lettmann
MemberCRD 6775600
MICHAEL CARUSI
Managing PartnerCRD 6038711
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTOLA VALLEY, CA
SAN MATEO
Location
PORTOLA VALLEY, CA
Headquartered in PORTOLA VALLEY, 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
- 3270 Alpine Rd
- Time zone
- PT (UTC-8)
- Office locations
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