VERTICAL VENTURE PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
288845
Registered since
March 29, 2024
Website
vvp.vc

Firm profile

FINTRX

Overview

Vertical Venture Partners is organized as a limited liability company that operates primarily as a sponsor and general partner for pooled investment vehicles. The firm’s registered activity centers on venture capital fund management: it acts as the managing member or GP for multiple private funds rather than serving as a traditional advisory firm to retail or institutional advisory clients. The firm is not marked as an active ESG investor and is not operating as a multi-state advisory practice. Portfolio construction appears oriented toward managed fund vehicles rather than individual client accounts. The concentration on venture capital funds and the role as sponsor/GP indicate the firm sources, diligences, structures and manages private-company investments on behalf of fund investors rather than through separately managed accounts.

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

1 of 1
  • DAVID SCHWAB

    Founder and Managing DirectorCRD 6042797

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

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
853 Alma St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth