DCM

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
160285
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

DCM operates as a limited partnership that functions primarily as a sponsor and general partner of pooled investment vehicles. The firm’s visible activity centers on venture capital: it advises multiple venture capital funds and serves in GP/managing member roles rather than acting as a traditional advisory practice with retail or separate account clients. The manager is not flagged as an active ESG investor and is not registered as a multi-state or pension consultant adviser. Given its structure and the fund-focused activity, DCM allocates capital through closed-end vehicles and appears to concentrate manager resources on sourcing, diligencing and overseeing private-company investments consistent with venture capital strategies.

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
  • ANDRE LEVI

    Chief Financial OfficerCRD 3144168

Contacts

2 of 2
  • ZHENYU Zeng

    General PartnerCRD 6620400

  • FRANK LIN

    PartnerCRD 6028777

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
2420 Sand Hill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth