AT ONE VENTURES OPCO, LLC

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

Firm details

Headquarters
MENLO PARK, California
CRD number
307972
Registered since
March 30, 2021

Firm profile

FINTRX

Overview

At One Ventures Opco, LLC is a limited liability company that acts primarily as an adviser and sponsor to pooled investment vehicles. Registered with the SEC in 2021, the firm is organized to serve as a general partner and managing member for private funds rather than as a traditional advisor to retail or institutional advisory accounts. Its regulatory filings classify it as unclassified and indicate an owner-type of individual. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not report pension-consulting or related-adviser activities. The firm’s public disclosures emphasize its role in structuring and managing pooled venture capital vehicles. That positioning—serving as GP, sponsor and managing member—signals that its primary client relationships are limited partners in private funds rather than advisory clients on an asset-by-asset basis.

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
  • JAMES BECK

    Partner, CFO and COOCRD 6039615

Contacts

1 of 1
  • Tom Chi

    Founding PartnerCRD 7248446

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