OFFLINE VENTURES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MILL VALLEY, California
CRD number
310724
Registered since
December 22, 2022

Firm profile

FINTRX

Overview

Offline Ventures, LLC is an SEC-registered adviser formed as an LLC in 2022 that operates primarily as a sponsor, general partner and managing member of pooled investment vehicles. The firm’s public filings identify venture capital funds as its central activity: it structures and manages closed-end private funds that make equity investments in private companies. Offline Ventures is not flagged as an active ESG investor and does not report a multistate advisory footprint; its owner type is listed as individual rather than institutional. The business model is fund-centric rather than retail advisory. The firm acts as the operating GP and fund sponsor, which implies hands-on fund governance, portfolio construction and capital deployment decisions rather than traditional discretionary advisory relationships with 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

Contacts

3 of 4
  • DAVID MORIN

    Founder and PartnerCRD 6406052

  • Brittany Morin

    Co-Founder and Managing PartnerCRD 7301559

  • Nate Bosshard

    Managing PartnerCRD 7301564

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MILL VALLEY, CA

MARIN

Location

MILL VALLEY, CA

Headquartered in MILL 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
MARIN
Address
153 Miller Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth