ACVC MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
309667
Registered since
March 16, 2021

Firm profile

FINTRX

Overview

Acvc Management, LLC is an SEC-registered limited liability company formed in 2021 that operates primarily as a manager of private pooled vehicles. The firm identifies itself as sponsor, general partner and managing member of those vehicles, which positions its business around structuring, raising and operating venture capital-style funds rather than providing traditional retail advisory or multi-family office services. Acvc is not flagged as an active ESG investor, is not a multi-state adviser and does not list pension consulting among its activities. The firm’s allocation focus is concentrated on venture capital exposure through its own private funds. That legal and operating posture — acting as GP and sponsor — indicates the firm’s emphasis is on sourcing private company equity, allocating capital through fund vehicles and managing portfolio company relationships on behalf of fund investors.

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

2 of 2
  • JOON SUNG LEE

    Managing MemberCRD 7267374

  • HO CHAN LEE

    Managing MemberCRD 7267364

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
459 Hamilton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth