BAG VENTURES, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
333079

Firm profile

FINTRX

Overview

BAG Ventures, LLC operates as a small, private manager that sponsors and serves as general partner or managing member for pooled investment vehicles. The firm’s publicly reported activity centers on venture capital fund management rather than traditional advisory relationships with retail clients. BAG Ventures is not flagged as an active ESG investor and is not identified as a multi-state or pension consultant adviser. Its organizational form and activity profile indicate the business is structured to raise and manage closed-end, illiquid private funds rather than provide broad-based, discretionary wrap or separate-account wealth-management services.

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

Contacts

2 of 2
  • Bonita Stewart

    Manager and MemberCRD 7983723

  • Jackson Georges

    Manager and MemberCRD 7983719

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
95 3rd St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth