INITIALIZED CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
170329
Registered since
May 6, 2014

Firm profile

FINTRX

Overview

Initialized Capital Management, LLC operates as a manager and sponsor of pooled investment vehicles with a primary focus on venture capital. Organized as a limited liability company and SEC-registered since 2014, the firm acts as general partner and managing member for a series of private funds rather than operating as a traditional advisory firm with retail advisory accounts. The firm is not classified as a multi-state adviser, is not an active ESG investor per disclosures, and does not position itself as a capital allocator outside its role as sponsor/GP. Initialized’s activity centers on originating, structuring and managing venture capital funds and related pooled vehicles. Its business model is fund-centric: it raises vehicles, sources and backs private companies, and manages fund-level operations and investor relations. The firm’s filings identify sponsor, GP and managing-member roles rather than a separate retail advisory or institutional consulting practice.

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

Owners & executives

2 of 2
  • Livingston Miller

    Chief Operating Officer and General CounselCRD 7529373

  • Marinda Luk

    CFOCRD 7529365

Contacts

1 of 1
  • Brett Gibson

    Managing PartnerCRD 7697313

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
464 Tehama St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth