SCHEMATIC VENTURES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
318094
Registered since
January 11, 2022

Firm profile

FINTRX

Overview

Schematic Ventures, LLC is an LLC that registered with the SEC in 2022 and is individually owned. The firm is structured to sponsor and operate pooled investment vehicles, serving as sponsor, general partner and managing member for its funds. It is not positioned as a capital allocator to external managers, and the firm does not identify as an active ESG investor. Regulatory and business classifications are minimal — it is not listed as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • JULIAN COUNIHAN

    General PartnerCRD 5949622

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 FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, 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 FRANCISCO
Address
133 Kearny St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth