PINEGROVE VENTURE PARTNERS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$13.7B
Discretionary
$13.7B
100% of AUM
Avg account
$202M
Accounts
68
Employees
54
Advisory reps
8

Firm details

Headquarters
MENLO PARK, California
CRD number
326747
Registered since
July 21, 2023
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pinegrove Venture Partners, LLC is a limited liability company that operates as a fund manager focused on private-market strategies. Registered with the SEC in 2023, the firm is organized as a blended private equity and venture capital manager and describes itself as a multifaceted fund manager rather than a pure capital allocator. Its client base is institutional and its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutions. Pinegrove also engages in CPO/CTA activities and participates as sponsor, general partner, or managing member of pooled investment vehicles. The firm employs a mix of fee models — percentage of assets under management, fixed fees and performance-based fees — and does not position itself as an active ESG investor. Regulatory and industry affiliations in the profile include broker-dealer relationships and roles beyond a single-adviser model, indicating it operates across manager, sponsor and trading capacities.

Assets & Accounts

Public Holdings

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

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Client base

Client personas

Owners & executives

1 of 1
  • E-JOHN LEE

    Chief Operating OfficerCRD 8180181

Contacts

3 of 7
  • JAMES ELLISON

    CRD 8180185

  • CRAIG CAUKIN

    Managing DirectorCRD 5634700

  • SULAIMAN MANDANI

    Managing PartnerCRD 2370829

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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

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
2882 Sand Hill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth