INNOVATION ENDEAVORS IV ADVISERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
312851
Registered since
February 17, 2021

Firm profile

FINTRX

Overview

Innovation Endeavors IV Advisers LLC is a limited liability company that registered with the SEC in 2021. The firm functions as an adviser, sponsor and general partner, serving as managing member of pooled investment vehicles rather than acting as a traditional retail wealth manager. The entity is listed as a domestic owner type and is not flagged as a capital allocator, an active ESG investor, a multi-state adviser, or a related adviser.

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

1 of 1
  • REBECCA LUCIA

    CFOCRD 5870244

Contacts

2 of 2
  • DROR BERMAN

    Founding PartnerCRD 6313334

  • Scott Brady

    Founding PartnerCRD 6885698

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth