INSTITUTIONAL VENTURE MANAGEMENT XVII, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
9
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
310356
Registered since
August 13, 2020

Firm profile

FINTRX

Overview

Institutional Venture Management Xvii, LLC is a limited liability company that registers with the SEC as an adviser focused on managing pooled private investment vehicles rather than providing broad retail advisory services. The firm operates principally as a sponsor and general partner for pooled funds, with venture capital identified as its primary allocation focus. It does not position itself as an ESG-focused manager, and its registration and disclosures indicate the firm’s activities center on fund sponsorship, management and related private-asset responsibilities rather than traditional advisory relationships with individual clients. Institutional Venture Management Xvii, LLC is classified as a domestic entity/individual owner type and is listed as unclassified under the filing snapshot. The firm’s public filings show it acts in roles typical for fund sponsors — other investment adviser and sponsor, general partner and managing member of pooled investment vehicles — suggesting its core competencies are fund formation, capital raising and active portfolio management inside private funds.

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

Contacts

3 of 9
  • SOMESH DASH

    General PartnerCRD 3267206

  • JULES MALTZ

    PartnerCRD 4435676

  • TODD CHAFFEE

    Advisory PartnerCRD 6041499

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