CREATIVE VENTURES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
OAKLAND, California
CRD number
325520
Registered since
March 28, 2023

Firm profile

FINTRX

Overview

Creative Ventures Management, LLC is an SEC-registered limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm’s registration year is 2023 and it is owned by an individual principal. Its regulatory profile shows it is not classified as an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. The firm’s business model centers on acting as the managing member and GP of private funds rather than providing traditional advisory relationships to retail RIA clients. That sponsor/GP role implies hands-on fund management, deal sourcing, diligence and portfolio oversight rather than serving as a broad-based registered investment adviser to external account holders.

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

3 of 3
  • Poonyatorn Suthipongchai

    Managing PartnerCRD 7349534

  • JAMES WANG

    General PartnerCRD 6770602

  • Alex Luce

    Venture PartnerCRD 7349537

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

OAKLAND, CA

ALAMEDA

Location

OAKLAND, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
66 Franklin St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth