DEFINE VENTURES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
299671
Registered since
December 14, 2018

Firm profile

FINTRX

Overview

Define Ventures Management, LLC is an SEC‑registered investment adviser organized as a limited liability company in 2018 and operated by an individual owner. Its primary activity is sponsoring and managing pooled investment vehicles: the firm serves as sponsor, general partner and managing member for private funds rather than operating as a traditional retail advisory practice. The firm is classified as unclassified under SEC categories, is not a multi‑state adviser, is not identified as an active ESG investor and does not act as a pension consultant. Its public filings indicate the business model is centered on fund management rather than direct advisory relationships with individual advisory clients.

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

1 of 1
  • LYNNE O'KEEFE

    Founder and Managing PartnerCRD 3271605

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, 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 FRANCISCO
Address
97 Arguello Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth