Robinhood Ventures

RIASEC RegisteredEst. 2026
Total AUM
$655M
Discretionary
$655M
100% of AUM
Avg account
$655M
Accounts
1
Employees
125
Advisory reps
3

Firm details

Headquarters
Menlo Park, California
CRD number
339165
Registered since
January 5, 2026
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Robinhood Ventures is a limited liability company registered as an institutional RIA with the SEC in 2026. The firm’s advisory mandate is narrow: it provides portfolio management services for investment companies and bills clients on a percentage-of-assets basis. Its client focus is institutional, and it is not positioned as a capital allocator. The firm is not an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant. Ownership is recorded as a mix of a domestic entity and individual ownership, and the firm maintains industry affiliations that include a broker-dealer, another registered investment adviser, and a futures commission merchant.

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
  • Shiv Verma

    Chief Financial OfficerCRD 5388785

Contacts

2 of 2
  • Sarah Peyronel

    Head of VenturesCRD 5010858

  • Hom Tan

    Hom Tan

    Registered RepresentativeCRD 4983654

Wealth teams

FINTRX

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

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, 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
85 Willow Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth