INNOVATION ENDEAVORS III ADVISERS LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 288679
- Registered since
- January 9, 2018
Firm profile
FINTRXOverview
Innovation Endeavors III Advisers LLC is a limited liability company that operates as an adviser and sponsor to pooled investment vehicles, with regulatory registration dating to 2018. The firm’s activity centers on advising private funds rather than providing retail wealth management: it serves as a general partner, sponsor and managing member for pooled vehicles, directing capital into venture-style equity investments in privately held companies. The adviser is not positioned as a capital allocator to separate accounts, is not an active ESG investor, and does not function as a pension consultant or related adviser. Its ownership structure is domestic and includes individual stakeholders. Investment posture is focused on fund-level venture commitments rather than public market strategies. As sponsor and GP, the firm typically steers portfolio construction, capital call pacing, and exit planning for its funds while engaging in the operational and governance work that comes with managing private-company exposures.
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
1 of 1REBECCA LUCIA
CFOCRD 5870244
Contacts
3 of 3DROR BERMAN
Founding PartnerCRD 6313334
Scott Brady
Founding PartnerCRD 6885698
RICHARD SCANLON
Founding PartnerCRD 2907267
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1845 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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