MONETA VENTURES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
FOLSOM, California
CRD number
173651
Registered since
April 3, 2023

Firm profile

FINTRX

Overview

Moneta Ventures, LLC is a limited liability company that operates primarily as a sponsor and general partner for pooled investment vehicles. The firm registered with the SEC in 2023 and is structured to run private funds rather than provide traditional advisory services to retail accounts. Its filings show it is not positioned as a capital allocator or an ESG-focused manager, and it is not designated as a multi-state adviser. Investment activity centers on venture capital fund management: Moneta Ventures builds and manages pooled vehicles that take equity positions in private companies. As sponsor and GP, the firm is responsible for sourcing deals, conducting due diligence, structuring investments, and overseeing portfolio company governance and exits. The firm has been recognized on Barron’s Top 100 RIA Firms list in both 2022 and 2024, reflecting visibility within the advisory and investment community.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • LOKESH SIKARIA

    Founder & Managing PartnerCRD 6418167

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FOLSOM, CA

SACRAMENTO

Location

FOLSOM, CA

Headquartered in FOLSOM, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
SACRAMENTO
Address
785 Orchard Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth