ELLERRA VENTURES LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 332789
Firm profile
FINTRXOverview
Ellerra Ventures LLC operates primarily as a sponsor and managing member of at least one pooled investment vehicle rather than as a traditional advisory firm serving retail or institutional advisory clients. The firm’s public filings identify roles such as accountant and sponsor and indicate direct involvement as a general partner and managing member of pooled vehicles. That reporting profile, combined with the absence of registered advisory clients, points to a business model centered on operating and administering private fund structures rather than running a broad advisory platform or acting as a multi-state registered adviser. Investment activity is concentrated on private, venture-oriented capital deployment. There is no indication the firm runs a diversified public-markets investment lineup or a multi-product wealth management offering; instead, capital allocation and manager responsibilities appear focused on a small-scale venture fund or similar pooled vehicle.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Stephen Torres
Managing PartnerCRD 7968097
Stephen Grassi
Managing PartnerCRD 7968090
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALO ALTO, CA
SAN MATEO
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
- SAN MATEO
- Address
- 2100 Geng Rd
- Time zone
- PT (UTC-8)
- Office locations
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