MERCHANT ADVENTURE INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 297935
- Registered since
- June 28, 2018
- Website
- www.ma-ia.com
Firm profile
FINTRXOverview
Merchant Adventure Investment Advisors, LLC is an SEC-registered investment adviser organized as a limited liability company and first registered in 2018. The firm is listed as owned by individuals and classified as unclassified on public filings. Public disclosures are sparse: the adviser is not identified as a capital allocator, is not flagged as an active ESG investor, and does not report multi-state adviser status or pension consulting activity. Available information points to a manager that operates at least one private pooled vehicle rather than a traditional retail advisory platform. The firm has not disclosed client segmentation, fee schedules, or specific day-to-day advisory activities in its public filing, so its target client types and formal service model must be inferred from its fund activity and ownership structure.
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
Contacts
1 of 1MATTHEW ZUCK
MemberCRD 4541774
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
- 1620 Cowper St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
MAVEN VENTURES
Exempt Reporting AdvisorPALO ALTO, CA
TRANSLINK CAPITAL JAPAN, LLC
Exempt Reporting AdvisorPALO ALTO, CA
OVERWATER VENTURES LLC
Exempt Reporting AdvisorPALO ALTO, CA
TREGARON CAPITAL
Exempt Reporting AdvisorPALO ALTO, CA
MERITECH CAPITAL
Exempt Reporting AdvisorPALO ALTO, CA
MFV PARTNERS MANAGEMENT, LLC
Exempt Reporting AdvisorPALO ALTO, CA