FELICIS VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
162301
Registered since
March 21, 2012

Firm profile

FINTRX

Overview

Felicis Ventures operates as a limited liability company that serves primarily as sponsor and general partner of pooled investment vehicles. The firm has been SEC-registered since 2012 and structures its business around managing venture capital funds rather than providing traditional retail advisory services. It is not identified as an active ESG investor and does not present itself as a multi-state registered adviser. As a GP and managing member of private funds, Felicis focuses its resources on sourcing, underwriting and monitoring private company investments through investment vehicles it controls.

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

2 of 2
  • DARIA MAGGIO

    Co-Chief Operating OfficerCRD 7891260

  • TERESA CHAN

    Chief Financial OfficerCRD 7529400

Contacts

2 of 2
  • AYDIN SENKUT

    FounderCRD 6040717

  • Ryan Thompson

    Partner, General CounselCRD 8012880

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
2460 Sand Hill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth