CORRELATION MANAGEMENT, LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 161940
- Registered since
- March 29, 2012
- Website
- correlationvc.com
Firm profile
FINTRXOverview
Correlation Management, LLC is an SEC-registered limited liability company that operates primarily as an adviser to private funds, with registration dating to 2012. The firm’s public profile shows it does not maintain traditional advisory client relationships or retail account activity; instead its advisory activity centers on managing pooled investment vehicles. Correlation Management is not designated as a capital allocator or pension consultant, is not an active ESG investor, and is not set up as a multi-state adviser. Its formal classification is listed as unclassified and the recorded ownership is a domestic entity/individual structure. The firm’s investment focus, as reflected in its fund lineup, is concentrated in venture capital strategies. That positioning indicates a preference for private-company equity exposure and deal-driven portfolio construction rather than broad public-markets equity management or high-volume retail account servicing.
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
Owners & executives
1 of 1GRACE CHUI
Chief Financial OfficerCRD 2330107
Contacts
3 of 3TREVOR KIENZLE
Managing Director, Co-FounderCRD 1948026
DAVID COATS
Managing DirectorCRD 6044439
ANU PATHRIA
Managing DirectorCRD 6044428
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 9255 Towne Centre Dr
- Time zone
- PT (UTC-8)
- Office locations
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