DAG VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
10
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
162705
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

DAG Ventures is an SEC-registered limited liability company that has been registered since 2012. The firm operates as an investment adviser and sponsor and serves as a general partner and managing member for pooled investment vehicles. Its corporate structure and activity set suggest a manager-focused firm that primarily runs pooled private investment vehicles rather than functioning as a traditional advisory business with retail advisory accounts. The firm is not identified as an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

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
  • JOSEPH ZANONE

    Chief Financial OfficerCRD 6044390

Contacts

3 of 9
  • GREGORY WILLIAMS

    Managing DirectorCRD 6042944

  • YOUNG CHUNG

    Managing DirectorCRD 2931675

  • GREG PAULSON

    MemberCRD 2944229

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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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
251 Lytton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth