ASSET MANAGEMENT VENTURES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
160606
Registered since
March 19, 2012

Firm profile

FINTRX

Overview

Asset Management Ventures, LLC is a small, privately owned investment manager that operates primarily as a sponsor, general partner and managing member of pooled investment vehicles. The firm’s public filings show it was organized as a limited liability company and registered as an adviser in 2012. Its profile indicates an institutional-style business model focused on running private funds rather than serving a retail advisory book. The firm is not positioned as a multi-state adviser or pension consultant and does not identify as an active ESG investor. Its classification and owner type are reported as unclassified and individual, respectively, which aligns with a compact, fund-centric operation rather than a broad advisory or wealth-management platform.

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
  • Nemariam Mesfin

    CFOCRD 7706926

Contacts

3 of 3
  • DAVID FLESHMAN

    PartnerCRD 6025035

  • RICHARD SIMONI

    PartnerCRD 6025040

  • LOUIS LANGE

    PartnerCRD 6025048

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, 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 MATEO
Address
1300 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth