MONETA VENTURES, LLC
Firm details
- Headquarters
- FOLSOM, California
- CRD number
- 173651
- Registered since
- April 3, 2023
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1LOKESH SIKARIA
Founder & Managing PartnerCRD 6418167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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