Authentic Ventures Investment Manager, LLC

RIASEC RegisteredEst. 2024
Total AUM
$201M
Discretionary
$201M
100% of AUM
Avg account
$14.4M
Accounts
14
Employees
3
Advisory reps
2

Firm details

Headquarters
Oakland, California
CRD number
304938
Registered since
July 24, 2024
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Authentic Ventures Investment Manager, LLC is a limited liability company that operates as an SEC-registered investment adviser (registered in 2024) focused on pooled investment vehicles. The firm is structured as a venture capital fund manager and serves an institutional client base. Its advisory role centers on portfolio management for pooled vehicles, and it functions in sponsor and general partner capacities for those vehicles. Fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser.

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

Owners & executives

1 of 1
  • Amel Abdelwahid

    Director of Finance & Chief Compliance OfficerCRD 7893640

Contacts

1 of 1
  • Lindsay Lee

    Lindsay Lee

    Founder & Managing PartnerCRD 5073422

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Oakland, CA

Alameda

Location

Oakland, CA

Headquartered in Oakland, 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
93 Linden St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth