INDUSTRY VENTURES

RIASEC RegisteredEst. 2012
Total AUM
$9.1B
Discretionary
$9.1B
100% of AUM
Avg account
$221M
Accounts
41
Employees
31
Advisory reps
6

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 primarily as a private-equity and fund-of-funds manager focused on institutional clients. It registered with the SEC in 2012 and is structured to advise pooled investment vehicles and institutional/business accounts, in addition to selecting third‑party managers. The firm reports an institutional client base, uses a percentage-of-AUM fee model (alongside other fee arrangements), and identifies as an active ESG investor. It does not present itself as a capital allocator in the traditional direct-asset sense; instead, its business activities include portfolio management for pooled vehicles, managing accounts for institutions, and the selection of other advisers. Regulatory and industry relationships noted by the firm span a wide range of roles — including sponsor/GP of pooled vehicles, broker‑dealer connections and various registered intermediary functions.

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 6
  • MARC NACHMANN

    Global Co-Head of the Global Markets DivisionCRD 2529086

  • STEVEN FRIEDMAN

    CRD 6972591

  • DAVID PLUTZER

    PartnerCRD 7026685

Unlock 3 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth