CO=CREATION=CAPITAL
Firm details
- Headquarters
- SUNNYVALE, California
- CRD number
- 282239
- Website
- www.cocreationcapital.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Christopher Foote
FounderCRD 6586335
Ashok Jain
FounderCRD 6586337
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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