INSTITUTIONAL VENTURE MANAGEMENT XVI, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
9
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
290647
Registered since
November 21, 2017

Firm profile

FINTRX

Overview

Institutional Venture Management Xvi, LLC operates as a sponsor and manager of pooled investment vehicles with a clear emphasis on venture capital activity. Registered with the SEC in 2017, the firm functions primarily as a general partner/managing member for venture funds rather than as a retail-facing advisory business. Its regulatory profile indicates it is not a multi-state adviser and it does not present itself as an active ESG investor. The firm’s investment posture is concentrated on private venture investments executed through its own funds and vehicles. It appears to use public equities sparingly, maintaining at least one concentrated public position alongside its private fund commitments. Institutional Venture Management Xvi, LLC’s structure and affiliations — including roles as other investment adviser, sponsor, GP and managing member of pooled investment vehicles — point to a manager-driven approach where capital deployment and portfolio construction are controlled at the fund level.

Assets & Accounts

Public Holdings

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

Contacts

3 of 9
  • TODD CHAFFEE

    Advisory PartnerCRD 6041499

  • Leslie Stolper

    CCOCRD 7891505

  • DENNIS PHELPS

    Advisory PartnerCRD 2260521

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, 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 MATEO
Address
3000 Sand Hill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth