EV MANAGEMENT COMPANY

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SANTA BARBARA, California
CRD number
301096
Registered since
March 12, 2019

Firm profile

FINTRX

Overview

EV Management Company is a limited liability company that operates as a sponsor, general partner and managing member of pooled investment vehicles. The firm’s regulatory filings and activity indicate its business is built around forming and running private funds rather than serving retail advisory clients. It is registered with the SEC (2019) but is not structured as a multi-state advisory business and does not present itself as an ESG-focused allocator. The firm’s primary emphasis is venture capital. As sponsor and GP, EV Management Company is responsible for fund formation, manager-level governance, capital calling and portfolio oversight. Its operating model centers on originating and managing pooled investment vehicles where it performs the typical GP functions: sourcing deals, conducting diligence, structuring investments and managing exits for fund investors.

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 6
  • Julie McNamara

    Managing MemberCRD 7501331

  • KAREN DAVIS

    ManagerCRD 7694199

  • Greg Fish

    MemberCRD 7694223

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SANTA BARBARA, CA

SANTA BARBARA

Location

SANTA BARBARA, CA

Headquartered in SANTA BARBARA, CA, in the West of the United States.

Region
West
County
SANTA BARBARA
Address
1117 State St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth