MFV PARTNERS MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
315214
Registered since
March 31, 2022

Firm profile

FINTRX

Overview

MFV Partners Management, LLC is an LLC-structured investment adviser that registered with the SEC in 2022. The firm appears to operate primarily as an issuer and manager of pooled investment vehicles: it acts as sponsor, general partner and managing member for funds rather than as a traditional multi-client advisory business. Ownership is listed as individual, and the firm is classified as unclassified in the source data. It does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or capital allocator.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Karthee Madasamy

    ManagerCRD 7400213

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
555 University Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth