AURUM PARTNERS LLC
Firm details
- Headquarters
- SANTA CLARA, California
- CRD number
- 328902
- Registered since
- October 17, 2023
- Website
- www.aurumpartners.vc
Firm profile
FINTRXOverview
Aurum Partners LLC is a small, independent registered investment adviser that entered SEC registration in 2023 and operates primarily as a capital allocator rather than a traditional retail advisory firm. Filings identify the firm as the sponsor, general partner and managing member of pooled investment vehicles, which indicates its primary activity is running one or more private funds rather than providing broad advisory services to retail accounts. The firm is not designated as an active ESG investor, is not registered as a multi-state adviser, and is not a pension consultant. Investment activity centers on venture capital commitments through pooled structures. The firm’s regulatory profile and business-role designations point to hands-on fund management: sourcing and diligencing start-up and early growth company opportunities, structuring pooled vehicles, and executing portfolio company governance or follow-on financing where appropriate. No retail client base, fee schedules or model portfolios are disclosed in the available filings.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2JOHN YORK
General Managing PartnerCRD 4752418
BRANO PERKOVICH
General Managing PartnerCRD 4844320
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANTA CLARA, CA
SANTA CLARA
Location
SANTA CLARA, CA
Headquartered in SANTA CLARA, 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
- 4949 Marie P Debartolo Way
- Time zone
- PT (UTC-8)
- Office locations
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