PROPEL VENTURE PARTNERS MANAGEMENT CO.

RIASEC RegisteredEst. 2022
Total AUM
$704M
Discretionary
$704M
100% of AUM
Avg account
$101M
Accounts
7
Employees
4
Advisory reps
3

Firm details

Headquarters
SAN CARLOS, California
CRD number
283261
Registered since
May 2, 2022
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

Propel Venture Partners Management Co. is registered as an SEC adviser (since 2022) organized as an LLC and positioned as a venture capital manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or other institutions, and it serves in sponsor/GP and managing-member roles for its pooled vehicles. Its fees include percentage-of-assets, fixed fees and performance-based fees. Propel does not identify as an active ESG investor.

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Hunter Brasfield

    Chief Financial OfficerCRD 8123424

Contacts

2 of 2
  • Jay Reinemann

    General PartnerCRD 6625430

  • David Mort

    General PartnerCRD 7351083

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 CARLOS, CA

SAN MATEO

Location

SAN CARLOS, CA

Headquartered in SAN CARLOS, 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
680 Walnut St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth