AMBIX VENTURE MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MOUNTAIN VIEW, California
CRD number
316862
Registered since
June 20, 2022

Firm profile

FINTRX

Overview

Ambix Venture Management, LLC is a limited liability company that registered with the SEC in 2022 and is owned by an individual. The firm’s public profile and filings indicate its advisory activity centers on pooled venture capital vehicles rather than traditional retail wealth-management relationships. It is not designated as an active ESG investor, is not a multi-state adviser, and does not identify as a capital allocator or a pension consultant. An industry affiliation with a law firm is noted, which may reflect legal-origin leadership or an operational relationship with legal advisors.

Assets & Accounts

Investments & Alternatives

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
  • AARON BEREZ

    Co-Founder and Managing DirectorCRD 7551399

  • PETER TOWNSHEND

    Co-Founder and Managing DirectorCRD 7551397

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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
627 National Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth