TRUE VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
162586
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

True Ventures is organized as a limited liability company and has been SEC-registered since 2012. The firm functions as a sponsor and general partner and serves as managing member for pooled investment vehicles. It is owned by an individual and is not identified as a multi‑state adviser, capital allocator, or an active ESG investor. Regulatory and business descriptors classify the firm as unclassified in the snapshot provided.

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

Owners & executives

1 of 1
  • Ulrike Kellmereit

    CFOCRD 7091950

Contacts

2 of 2
  • PHILIP BLACK

    Co-FounderCRD 6049371

  • JONATHAN CALLAGHAN

    Co-FounderCRD 6049368

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, 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
575 High St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth