OUTLIER VENTURES

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
289911

Firm profile

FINTRX

Overview

Outlier Ventures is organized as a limited liability company and presents itself as a small, single-owner advisory entity. Public disclosures provide almost no detail about investment mandates, portfolio construction, or manager allocation preferences. The firm is classified as "unclassified" and is not identified as a capital allocator, multi-state adviser, pension consultant, or active ESG investor. There are no listed advisory activities, fee structures, or client segments tied to the firm, which suggests it either is inactive in advisory markets or functions in a nontraditional capacity (for example as a vehicle tied to another line of business or a preparatory registration for future activity). Given the owner type listed as an individual and the absence of reported advisory programs or product offerings, the most likely operating model is a single-advisor practice or a dormant advisory registration rather than a multi-advisor RIA platform. The lack of stated business activities or affiliations means there is no evidence of firm-level asset allocation preferences, preferred managers, or sector tilt to evaluate.

Assets & Accounts

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

Owners & executives

1 of 1
  • YAN-DAVID ERLICH

    CEOCRD 6134528

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
548 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth