RAISEWELL VENTURES

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BERKELEY, California
CRD number
332566

Firm profile

FINTRX

Overview

Raisewell Ventures is structured as a single-owner limited liability company that operates on the sponsor/GP side of pooled investment vehicles. The firm is identified as an organizer and managing member of private pooled vehicles rather than as a traditional advisory business serving retail or institutional advisory accounts. Regulatory-designation fields in the available data are sparse: it is not flagged as an active ESG investor, not described as a multi-state adviser, and is not listed as a capital allocator or pension consultant.

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

Contacts

1 of 1
  • Neravan Kline

    Managing MemberCRD 7979113

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BERKELEY, CA

ALAMEDA

Location

BERKELEY, CA

Headquartered in BERKELEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
2625 Alcatraz Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth