TCV

RIASEC RegisteredEst. 2012
Total AUM
$22.5B
Discretionary
$22.5B
100% of AUM
Avg account
$662M
Accounts
34
Employees
79
Advisory reps
5

Firm details

Headquarters
MENLO PARK, California
CRD number
160389
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

TCV is a corporate-structured investment manager that operates as a private equity fund sponsor and general partner focused on institutional clients. The firm has been SEC-registered since 2012 and is owned by an individual. Its regulated activities include serving as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management for pooled investment vehicles. Fee arrangements include a percentage-of-AUM component alongside other fee structures. TCV identifies as an active ESG investor and conducts business primarily through pooled fund vehicles rather than through multi-state retail adviser relationships.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • JOSEPH BRUCCHIERI

    Chief Compliance OfficerCRD 6565804

Contacts

3 of 4
  • EREZ ELISHA

    General PartnerCRD 4913758

  • JOHN DORAN

    General PartnerCRD 4844616

  • JAY HOAG

    Founding General PartnerCRD 5510918

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
250 Middlefield Rd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth