ROLO VENTURES MANAGEMENT LLC

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

Firm details

Headquarters
SAN JOSE, California
CRD number
329046

Firm profile

FINTRX

Overview

Rolo Ventures Management LLC operates as a limited liability company focused on investment management. While specific details about their investment activity and preferences are not disclosed, the firm is classified as unclassified, indicating a broad approach without a defined niche. Rolo Ventures Management LLC does not engage in capital allocation and is not recognized as an active ESG investor. The firm does not operate as a multi-state adviser and has not provided information regarding its client base or fee structure.

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

2 of 2
  • Eric Lewis

    ManagerCRD 7828392

  • Oguchialu Onyewu

    ManagerCRD 7828391

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN JOSE, CA

SANTA CLARA

Location

SAN JOSE, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
1823 Harris Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth