PORTFOLIA VENTURE MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN MATEO, California
CRD number
316691
Registered since
October 20, 2021

Firm profile

FINTRX

Overview

Portfolia Venture Management, LLC is an SEC-registered limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. Since its registration in 2021 the firm has focused its activity on structuring and managing venture capital vehicles rather than running a traditional advisory business for retail or high-net-worth individual accounts. The firm is classified as unclassified and is owned by an individual proprietor; it is not designated as a capital allocator and it does not identify as an active ESG investor. Operationally, Portfolia Venture Management, LLC appears built around fund formation and GP-level management. Its declared business activities center on serving as sponsor, general partner and managing member of pooled funds, which implies hands-on responsibilities for deal sourcing, fund administration oversight, and portfolio monitoring on behalf of the funds’ investors.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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
  • Patricia Costello

    Founder & CEOCRD 7443187

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

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, 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
3 E 3rd Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth