CO=CREATION=CAPITAL

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

Firm details

Headquarters
SUNNYVALE, California
CRD number
282239

Firm profile

FINTRX

Overview

Co=Creation=Capital operates as a small limited liability company focused on deploying capital through private funds rather than running a traditional advisory practice for retail clients. The firm’s activity centers on venture capital investing: it advises two venture funds and concentrates its allocation and manager activity within that private markets niche. The firm’s organizational footprint and reporting indicate a compact, owner-managed setup with a handful of principals who appear to run fund-level decisions and capital deployment. Regulatory and classification fields are minimal; the firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. That limited external profile, combined with the fund-focused activity, suggests the business model is centered on sourcing, diligencing and managing private equity-style investments rather than offering wide-scope wealth management or brokerage 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
  • Christopher Foote

    FounderCRD 6586335

  • Ashok Jain

    FounderCRD 6586337

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SUNNYVALE, CA

SANTA CLARA

Location

SUNNYVALE, CA

Headquartered in SUNNYVALE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
1287 Anvilwood Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth