AURUM EP GP LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PLEASANTON, California
CRD number
337707
Registered since
July 7, 2025

Firm profile

FINTRX

Overview

Aurum Ep Gp Llc is a limited liability company that operates in the financial advisory sector. The firm was registered with the SEC in 2025 and is classified as unclassified, indicating a flexible approach to its advisory activities. It does not engage in capital allocation or pension consulting, and it does not actively pursue ESG investments. The firm is relatively new in the advisory space and has not disclosed specific information regarding its client base or fee structure.

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
  • Venkat Bussa

    CEO & FounderCRD 8130129

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PLEASANTON, CA

ALAMEDA

Location

PLEASANTON, CA

Headquartered in PLEASANTON, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
7041 Koll Center Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth