PLANCK FUND MANAGEMENT CORPORATION

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
RENO, Nevada
CRD number
311863

Firm profile

FINTRX

Overview

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

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
  • Swati Chaturvedi

    CEO and Co-FounderCRD 6701693

Contacts

1 of 1
  • Tim Kelly

    PresidentCRD 7692690

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth