MERITECH CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
7
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
161233
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

Meritech Capital operates as a corporate adviser that functions principally as sponsor, general partner and managing member of pooled investment vehicles. Registered with the SEC in 2012 and owned by an individual, the firm’s recorded activity centers on managing venture capital vehicles rather than running retail advisory accounts. It is not identified as an active ESG investor, a multi-state adviser, a pension consultant or a capital allocator in the data provided. The firm’s investment activity is routed through multiple private funds, with venture capital listed as the primary vehicle type. That structure implies the firm sources, diligences and places capital into private-company equity and related instruments via fund vehicles where Meritech serves in a fiduciary/manager role rather than acting as a traditional registered investment adviser to retail clients.

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
  • ANDREW HECK

    Chief Operating OfficerCRD 6210770

Contacts

3 of 6
  • ALEXANDER CLAYTON

    General PartnerCRD 5819891

  • PAUL MADERA

    Co-Founder & General PartnerCRD 2087781

  • MAXWELL MOTSCHWILLER

    General PartnerCRD 5350052

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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
245 Lytton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth