MACHINA VENTURES, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
333847

Firm profile

FINTRX

Overview

Machina Ventures, LLC is a small, privately held investment manager operating as a sponsor and general partner of at least one pooled investment vehicle. The firm’s activity centers on managing a venture capital vehicle rather than offering broad advisory services to retail or institutional advisory clients. Its record shows an owner-managed structure and a narrow operational footprint: the firm functions primarily as the managing member and GP for that pooled vehicle, deploying capital into private companies rather than acting as a multi-service wealth manager. Regulatory and operational attributes on file indicate the firm is not positioned as a multi-state adviser or pension consultant, and it does not identify as an active ESG investor. The firm’s classification is limited and its business model appears focused on direct venture investing through the fund it sponsors.

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
  • Matthew Stepka

    Managing PartnerCRD 8021482

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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
1372 Union St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth