Industry Ventures

RIASEC Registered
Total AUM
$9.1B
Discretionary
$9.1B
100% of AUM
Avg account
$221M
Accounts
41
Employees
31
Advisory reps
4

Firm details

Headquarters
San Francisco, California
CRD number
156213
Registered since
April 16, 2012
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Industry Ventures is an LLC that operates as a private-equity fund manager and fund provider focused on institutional investors. The firm is SEC-registered (registered in 2012) and reports advisory activity that includes managing pooled investment vehicles, providing portfolio management for businesses or institutions, and selecting other advisers. Industry Ventures identifies as an active ESG investor and employs an asset-based fee model supplemented by other fee elements. Ownership is a mix of domestic entity and individual stakeholders, and the firm maintains relationships across a broad set of financial intermediaries and sponsors. Industry Ventures’ profile shows it functions not only as an allocator into external managers but also as a sponsor/GP and managing member of pooled vehicles, reflecting an operational footprint across fund management and fund-of-funds style activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 4
  • Iii Hanson

    Iii Hanson

    CAO/CCOCRD 5743929

  • David Plutzer

    PartnerCRD 7026685

  • Elizabeth Overbay

    CRD 4242794

Unlock 1 more contacts →

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
50 Osgood Pl
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth