WAVEPEAK VENTURES, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN MATEO, California
CRD number
339884

Firm profile

FINTRX

Overview

Wavepeak Ventures, LLC is organized as a limited liability company that operates as a sponsor, general partner and managing member of pooled investment vehicles. The firm’s public profile centers on private fund activity rather than traditional advisory relationships: it is not identified as a multi-state registered adviser, is not positioned as an active ESG investor, and is not described as a pension consultant or capital allocator. Ownership is listed as individual, and the firm's regulatory registration year is not 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

Contacts

1 of 1
  • Eric Hall

    Managing PartnerCRD 7694201

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, 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
1300 S El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth