COSTANOA VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
164808
Registered since
August 7, 2012

Firm profile

FINTRX

Overview

Costanoa Ventures is an SEC‑registered investment adviser organized as a limited liability company and active as an adviser and sponsor of pooled investment vehicles. The firm functions primarily as a general partner and managing member for venture capital funds, advising multiple private pooled vehicles rather than providing direct retail or institutional advisory accounts. The regulatory snapshot indicates the firm is not positioned as an active ESG investor and is not classified as a multi‑state adviser or pension consultant. Costanoa’s operating model centers on deploying capital into private companies through fund structures. Its regulatory filings list roles consistent with an adviser that sources, diligences and manages venture investments on behalf of limited partners rather than serving a traditional advisory client base.

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

Owners & executives

1 of 1
  • Michael Albang

    Chief Financial OfficerCRD 7245474

Contacts

3 of 3
  • GREGORY SANDS

    Founder and Managing PartnerCRD 4357985

  • Mark Selcow

    PartnerCRD 7358691

  • John Cowgill

    PartnerCRD 8052655

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, 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
160 Forest Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth