SHV MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LONG BEACH, California
CRD number
172512
Registered since
March 9, 2020

Firm profile

FINTRX

Overview

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

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
  • james laur

    ManagerCRD 7499528

  • BRANT HEISE

    ManagerCRD 1572157

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth