OPERATOR COLLECTIVE MANAGEMENT, L.L.C.

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

Firm details

Headquarters
PALO ALTO, California
CRD number
304960
Registered since
July 5, 2019

Firm profile

FINTRX

Overview

Operator Collective Management, L.L.C. is a privately owned limited liability company that registered with the SEC in 2019. The firm functions primarily as a sponsor and general partner, serving as the managing member for pooled investment vehicles rather than operating as a traditional multi-state advisory platform or capital allocator. The firm is owned by an individual and is not identified as an active ESG investor. Operator Collective’s public profile centers on fund management roles: forming, sponsoring and managing pooled private investment vehicles rather than providing broad retail advisory services or pension consulting. Its regulatory and organizational posture suggests a focused manager-perhaps concentrating on fund formation and GP responsibilities—rather than a multi-product RIA platform.

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mallun Yen

    CEO, Partner & FounderCRD 7150952

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
3000 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth