CENTERVIEW CAPITAL TECHNOLOGY MANAGEMENT, L.P.

Exempt Reporting AdvisorFINRA MemberEst. 2013
Total AUM
Accounts
0
Advisory reps
8
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
167775
Registered since
June 14, 2013

Firm profile

FINTRX

Overview

Centerview Capital Technology Management, L.P. is a limited partnership that has been SEC-registered since 2013. The firm is organized under domestic ownership structures and is not designated as a capital allocator. It is not classified under a specific advisory category in the source data. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a newly formed adviser. On the operational side, Centerview functions in multiple roles: broker‑dealer, investment adviser, and sponsor/GP/managing member of pooled investment vehicles. The firm appears to both advise pooled funds and take sponsor or general partner roles rather than operating solely as a pure third‑party allocator.

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

3 of 8
  • MATTHEW WALSH

    Partner, General CounselCRD 6238538

  • Amanda Kosowsky

    CounselCRD 6639399

  • ROBERT PRUZAN

    PartnerCRD 2018542

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
1302 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth