PLANCK FUND MANAGEMENT CORPORATION
Firm details
- Headquarters
- RENO, Nevada
- CRD number
- 311863
Firm profile
FINTRXOverview
Planck Fund Management Corporation is a small, domestic corporate adviser that concentrates its activity on managing private fund vehicles rather than providing traditional retail or institutional advisory accounts. The firm is not positioned as a multi-state registered adviser, does not identify as an active ESG investor, and does not report functioning as a capital allocator or pension consultant. Its record indicates an emphasis on pooled private funds, with investment activity centered on venture-style commitments and other private structures. The profile of the funds it advises—many small vehicles with modest asset levels—suggests a focus on early-stage or seed-oriented opportunities and boutique pooled exposures rather than large-scale institutional mandates. That structure typically implies higher illiquidity, longer investment horizons and a tolerance for higher risk-return outcomes consistent with venture investing.
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
Owners & executives
1 of 1Swati Chaturvedi
CEO and Co-FounderCRD 6701693
Contacts
1 of 1Tim Kelly
PresidentCRD 7692690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RENO, NV
WASHOE
Location
RENO, NV
Headquartered in RENO, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- WASHOE
- Address
- E I Liberty
- Time zone
- PT (UTC-8)
- Office locations
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