SHV MANAGEMENT, LLC
Firm details
- Headquarters
- LONG BEACH, California
- CRD number
- 172512
- Registered since
- March 9, 2020
Firm profile
FINTRXOverview
SHV Management, LLC is a small, privately held investment manager that operates primarily as the adviser to a single venture capital vehicle. Formed and SEC-registered in 2020 as a limited liability company with individual ownership, the firm does not report a retail advisory client base and does not position itself as a capital allocator to third-party managers. Public filings indicate the firm is not an active ESG investor and is not registered as a multi-state adviser or pension consultant. The visible footprint of the business is narrow: management of private, illiquid venture capital investments rather than a broad advisory platform serving individual or institutional advisory clients. Little information about sector focus, stage orientation or targeted geographies is disclosed, so the firm's investment activity should be viewed through the lens of a dedicated VC manager rather than a cross-asset wealth manager.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2james laur
ManagerCRD 7499528
BRANT HEISE
ManagerCRD 1572157
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LONG BEACH, CA
LOS ANGELES
Location
LONG BEACH, CA
Headquartered in LONG BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 100 Oceangate
- Time zone
- PT (UTC-8)
- Office locations
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