MERCHANT ADVENTURE INVESTMENT ADVISORS, LLC

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

Firm details

Headquarters
PALO ALTO, California
CRD number
297935
Registered since
June 28, 2018

Firm profile

FINTRX

Overview

Merchant Adventure Investment Advisors, LLC is an SEC-registered investment adviser organized as a limited liability company and first registered in 2018. The firm is listed as owned by individuals and classified as unclassified on public filings. Public disclosures are sparse: the adviser is not identified as a capital allocator, is not flagged as an active ESG investor, and does not report multi-state adviser status or pension consulting activity. Available information points to a manager that operates at least one private pooled vehicle rather than a traditional retail advisory platform. The firm has not disclosed client segmentation, fee schedules, or specific day-to-day advisory activities in its public filing, so its target client types and formal service model must be inferred from its fund activity and ownership structure.

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 ZUCK

    MemberCRD 4541774

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
1620 Cowper St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth