HEURISTIC CAPITAL PARTNERS MANAGEMENT CO, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SANTA CLARA, California
CRD number
285459

Firm profile

FINTRX

Overview

Heuristic Capital Partners Management Co, LLC operates as a sponsor and general partner, serving as the managing member for pooled investment vehicles. The firm’s primary activity is operating venture capital funds rather than offering traditional advisory relationships to retail or institutional advisory clients. Its fund activity and corporate form indicate a manager-focused model: sourcing private company opportunities, structuring pooled vehicles, negotiating terms, and managing portfolio company oversight on behalf of fund investors. The firm is not positioned as a multi-state registered adviser or an active ESG investor according to available classifications. Its business model centers on fund management and GP responsibilities rather than fee-for-service wealth management or pension consulting.

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 3
  • Shu Cao

    General PartnerCRD 6767629

  • MICHAEL LIAO

    Managing DirectorCRD 6291999

  • Ren Du

    Managing DirectorCRD 6767632

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SANTA CLARA, CA

SANTA CLARA

Location

SANTA CLARA, CA

Headquartered in SANTA CLARA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
5201 Great America Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth