WISDOM VENTURES FUND, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LOS GATOS, California
CRD number
318468

Firm profile

FINTRX

Overview

Wisdom Ventures Fund, LLC is a small, LLC-structured investment manager that operates primarily as a sponsor and active manager of pooled private investment vehicles. The firm serves as sponsor, general partner and managing member for its funds, which points to a hands-on role in fund formation, portfolio construction and ongoing governance. Public filings classify the firm as unclassified and indicate an individual owner structure; it is not listed as a multi-state adviser and is not identified as an active ESG investor. Investment activity centers on privately held, venture-style vehicles rather than traditional advisory relationships with retail clients. The firm does not report a roster of advisory clients; instead its capital-raising and investment activity is concentrated within its fund programs.

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

3 of 6
  • CECILY MAK

    PartnerCRD 7510430

  • JACK KORNFIELD

    PartnerCRD 7510438

  • SOREN GORDHAMER

    PartnerCRD 7542730

Unlock 3 more contacts

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

LOS GATOS, CA

SANTA CLARA

Location

LOS GATOS, CA

Headquartered in LOS GATOS, 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
16185 Los Gatos Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth