AI VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MOUNTAIN VIEW, California
CRD number
335674
Registered since
April 1, 2025

Firm profile

FINTRX

Overview

AI Ventures operates as a limited liability company focused on venture capital investing through sponsored pooled vehicles. The firm acts as sponsor, general partner and managing member of at least one pooled investment vehicle and positions its capital allocation activity around private-company, venture-stage opportunities rather than traditional separate account advisory relationships. AI Ventures is SEC-registered (registration year listed as 2025) and is owned by an individual; it is not identified as an active ESG investor or a pension consultant. The firm’s business model centers on managing a private fund vehicle rather than serving retail advisory clients. That structure suggests a hands-on GP role—sourcing deals, structuring investments, and managing portfolio companies—rather than providing ongoing wealth-management services to individual households.

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

Owners & executives

1 of 1
  • Eva Wang

    Chief Operating Officer and General CounselCRD 6677110

Contacts

1 of 1
  • Andrew Ng

    Managing General PartnerCRD 6870189

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MOUNTAIN VIEW, CA

SANTA CLARA

Location

MOUNTAIN VIEW, CA

Headquartered in MOUNTAIN VIEW, 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
400 Castro St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth