FTV CAPITAL

RIASEC RegisteredEst. 2026
Total AUM
$11.9B
Discretionary
$11.9B
100% of AUM
Avg account
$659M
Accounts
18
Employees
119
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
159568
Registered since
January 30, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

FTV Capital operates as a venture capital manager organized as a limited partnership that serves institutional investors. The firm acts as sponsor and general partner for pooled vehicles and provides portfolio management for those collective investment vehicles. Its client focus is institutional, and its compensation combines a percentage-of-assets fee with performance-based carry. The firm is not positioned as an active ESG investor and is not registered as a multi-state adviser; its SEC registration is listed as 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • PAUL CABRAL

    Chief Financial OfficerCRD 6497119

Contacts

3 of 3
  • BRADFORD BERNSTEIN

    Managing PartnerCRD 1987524

  • ANDREW FLEISCHMAN

    Partner, General CounselCRD 8064617

  • KAREN GILBERT

    PartnerCRD 1583145

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
601 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth