INITIALIZED CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 170329
- Registered since
- May 6, 2014
- Website
- initialized.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Livingston Miller
Chief Operating Officer and General CounselCRD 7529373
Marinda Luk
CFOCRD 7529365
Contacts
1 of 1Brett Gibson
Managing PartnerCRD 7697313
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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