WISDOM VENTURES FUND, LLC
Firm details
- Headquarters
- LOS GATOS, California
- CRD number
- 318468
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6CECILY MAK
PartnerCRD 7510430
JACK KORNFIELD
PartnerCRD 7510438
SOREN GORDHAMER
PartnerCRD 7542730
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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