HUNNIWELL LAKE VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
339411
Registered since
March 20, 2026

Firm profile

FINTRX

Overview

Hunniwell Lake Ventures is organized as a limited liability company and is owned by an individual. The firm is listed as SEC-registered in 2026 and is classified as unclassified in the available dataset. It does not identify as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public disclosures do not include descriptions of the firm’s client base, fee schedule, business activities, or day-to-day 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

3 of 3
  • Christ Hsieh

    CRD 8188948

  • Yuncai Fang

    CRD 8194996

  • Sin Yew Teo

    Co-Founder and Managing PartnerCRD 8188945

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, 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
4 Palo Alto Sq
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth