OVERWATER VENTURES LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 317227
- Registered since
- November 14, 2024
- Website
- www.overwater.vc
Firm profile
FINTRXOverview
Overwater Ventures LLC is an SEC-registered investment adviser organized as a limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm’s registered activities emphasize fund management and GP responsibilities rather than traditional advisory relationships with individual retail clients. It is classified as an unclassified, individually owned adviser and is not positioned as an active ESG investor, pension consultant, or multi-state retail adviser. The firm’s public profile centers on private fund management: it advises multiple pooled vehicles with an explicit venture capital focus. That sponsor/GP role implies the firm performs deal sourcing, due diligence, capital formation and ongoing portfolio oversight for its funds rather than delivering one-on-one investment advisory services to retail clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1KRISTINA SIMMONS
Founder and Managing PartnerCRD 5587885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 3175 Hanover St
- Time zone
- PT (UTC-8)
- Office locations
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