137 VENTURES MANAGEMENT, LLC

RIASEC RegisteredEst. 2015
Total AUM
$11.8B
Discretionary
$11.8B
100% of AUM
Avg account
$236M
Accounts
50
Employees
25
Advisory reps
7

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
162351
Registered since
June 30, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

137 Ventures Management, LLC is a limited liability company that operates as a manager of private investment vehicles with activity concentrated in private equity and venture capital. The firm registered with the SEC in 2015 and is owned by an individual principal. Its client base is institutional, and it charges both a percentage-of-assets fee and performance-based fees. The firm’s advisory work centers on portfolio management for pooled investment vehicles, and it also serves in sponsor/GP and managing-member roles for the funds it runs. It does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • ANDREW HANSEN

    Partner, CFO and COOCRD 6312735

  • ALEXANDRA ANDORFER

    General Counsel & Chief Compliance OfficerCRD 8214517

Contacts

3 of 5
  • STUART JACOBSON

    Managing MemberCRD 6042437

  • Christian Garrett

    PartnerCRD 7075083

  • JUSTIN FISHNER-WOLFSON

    Co-Founder & Managing PartnerCRD 6042433

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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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, 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 FRANCISCO
Address
233 Post St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth