CENDANA CAPITAL

RIASEC RegisteredEst. 2015
Total AUM
$2.4B
Discretionary
$1.6B
67% of AUM
Avg account
$139M
Accounts
17
Employees
13
Advisory reps
3

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
165555
Registered since
June 25, 2015
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Cendana Capital is a U.S.-based limited liability company that operates as a venture capital manager and fund sponsor. The firm is SEC-registered (since 2015) and serves an institutional client base. Its advisory activities center on managing pooled investment vehicles and selecting external advisers and managers to implement venture capital exposure. Cendana functions both as a sponsor/GP and as a manager that allocates to third-party venture funds, combining direct fund management with manager-selection duties. The firm’s fee schedule includes percentage-of-AUM charges, fixed fees and performance-based fees, which aligns compensation with fund performance for its investors. Cendana is not identified as an active ESG investor and operates under a domestic entity structure.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Joshua Grimm

    Chief Financial Officer & Chief Compliance OfficerCRD 8163655

Contacts

2 of 2
  • JON COQUIA

    Vice President, FinanceCRD 2922241

  • MICHAEL KIM

    FounderCRD 2760147

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
555 Clay St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth