BASIS SET VENTURES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
289323
Registered since
January 19, 2018

Firm profile

FINTRX

Overview

Basis Set Ventures, LLC is a limited liability company formed in 2018 that operates primarily as the sponsor, general partner and managing member of pooled investment vehicles. The firm is registered as a domestic entity with individual ownership interests and is classified in the source data as unclassified from a regulatory standpoint. It is not identified as a capital allocator, a multi-state adviser, an active ESG investor, or a pension consultant. The firm’s activities center on structuring and managing private pooled vehicles rather than providing traditional advisory services to retail clients. The available information does not list a distinct client base, fee schedule, or public advisory activities.

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

1 of 1
  • Xuezhao Lan

    FounderCRD 6841978

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, 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 MATEO
Address
325 Sharon Park Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth