GENIUS VENTURES

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

Firm details

Headquarters
WOODSIDE, California
CRD number
337376

Firm profile

FINTRX

Overview

Genius Ventures operates as a Limited Liability Company and is involved primarily in the management of pooled investment vehicles. The firm focuses on venture capital investments, indicating a preference for high-growth potential opportunities. While Genius Ventures does not actively engage in ESG investing, it maintains a role as a managing member of pooled investment vehicles, which suggests involvement in collective investment strategies. The firm does not classify itself under traditional advisory categories, which may reflect a unique approach to investment management.

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
  • Benjamin Taft

    Co-Founder & General PartnerCRD 7611331

  • ADAM GEFKOVICZ

    Managing MemberCRD 8141760

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WOODSIDE, CA

SAN MATEO

Location

WOODSIDE, CA

Headquartered in WOODSIDE, 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
16 Preston Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth