EVAL VENTURES MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
334051

Firm profile

FINTRX

Overview

Eval Ventures Management LLC is a privately held limited liability company that acts as a sponsor and general partner for pooled investment vehicles. The firm is owned by an individual and is organized around fund management rather than traditional advisory relationships. It does not identify as an active ESG investor, is not listed as a multi-state adviser, and its public-facing classification is unclassified. Typical advisory fee structures, client demographics, and detailed business activities are not disclosed.

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

2 of 2
  • WILLIAM FREIBERG

    Managing MemberCRD 4467421

  • JUSTIN SANDLER

    Managing MemberCRD 5566011

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
548 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth