AKKADIAN VENTURES, INC.

RIASEC RegisteredEst. 2017
Total AUM
$841M
Discretionary
$841M
100% of AUM
Avg account
$44.3M
Accounts
19
Employees
14
Advisory reps
3

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
171036
Registered since
May 15, 2017
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Akkadian Ventures, Inc. is a corporate adviser that operates as a private equity fund sponsor and manager focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and also acts as a general partner/managing member of those vehicles. Its compensation mixes percentage-of-assets and performance-based fees, consistent with a manager that both runs funds and may take carried interest. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • PETER SMITH

    Co-Founder & COOCRD 6130938

Contacts

2 of 2
  • BENJAMIN BLACK

    Co-Founder & Managing DirectorCRD 6130802

  • NICHOLAS MCMORDIE

    Registered RepresentativeCRD 5593595

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
631 Folsom St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth