B37 VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
318814
Registered since
February 18, 2022

Firm profile

FINTRX

Overview

B37 Ventures is organized as a limited liability company and registered with the SEC in 2022. The firm is owned by an individual and operates primarily as a sponsor/GP and managing member of pooled investment vehicles rather than as a traditional advisory practice. Public filings classify the firm as unclassified; it is not identified as a multi-state adviser, capital allocator, or an active ESG investor. The available information positions B37 Ventures as a private-funds manager with a focus on venture capital activity rather than a retail or institutional advisory business serving individual advisory accounts.

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

Contacts

2 of 2
  • RODRIGO SANCHEZ SERVITJE

    Managing PartnerCRD 6631897

  • DAVID HITE

    Managing PartnerCRD 6631926

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, 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 FRANCISCO
Address
315 Montgomery St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth