MTVP MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
288270
Registered since
March 29, 2019

Firm profile

FINTRX

Overview

Mtvp Management, LLC is an SEC-registered limited liability company formed to act as sponsor, general partner and managing member of at least one pooled investment vehicle. The firm’s activity centers on running private fund structures rather than providing retail advisory services: its registration and reported activities indicate a fund-management model focused on sourcing, structuring and operating pooled capital vehicles. The adviser is set up as an individually owned entity and is classified as an unclassified adviser under its filing. It is not positioned as a multi-state adviser, an active ESG investor, or a pension consultant based on the firm's reported attributes.

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
  • Radu Cautis

    Partner, Managing DirectorCRD 6781038

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, 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
325 Sharon Park Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth