HIGHGEAR VENTURES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
284959
Registered since
March 23, 2023

Firm profile

FINTRX

Overview

Highgear Ventures Management, LLC is a privately owned advisory entity formed in 2023 and organized as a limited liability company. The firm functions primarily as sponsor, general partner and managing member for pooled investment vehicles, focusing its activity on managing private funds rather than retail advisory relationships. Filings indicate it is not positioned as a multi-state adviser, is not classified as a capital allocator, and is not marked as an active ESG investor. Highgear’s structure and registration profile point to a manager-led approach where the firm sources, structures and runs closed-end vehicles rather than providing broad open-architecture advisory services.

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
  • STEVEN TAUBMAN

    Managing DirectorCRD 4918464

  • JAMES JONES

    Managing DirectorCRD 6044570

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
1 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth