CLEARVISION VENTURES MANAGEMENT, 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
290751
Registered since
March 23, 2018

Firm profile

FINTRX

Overview

Clearvision Ventures Management, LLC is a privately held investment adviser organized as an LLC and SEC-registered in 2018. The firm functions primarily as a manager and sponsor of pooled investment vehicles, serving as sponsor, general partner and managing member for its funds. Its activity centers on venture capital investing through advisory and managerial roles rather than traditional retail advisory relationships. Regulatory filings classify the adviser as unclassified; it is not listed as a capital allocator, multi-state adviser, pension consultant or active ESG investor.

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

1 of 1
  • DANIEL AHN

    FounderCRD 2138051

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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
3000 Sand Hill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth