MORADO VENTURES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LOS ALTOS, California
CRD number
168743
Registered since
March 31, 2015

Firm profile

FINTRX

Overview

Morado Ventures, LLC is an SEC-registered limited liability company that first registered in 2015. FINTRX classifies the firm as an entity that sponsors and manages pooled investment vehicles: it is listed as sponsor, general partner and managing member for its funds. The firm is not identified as an active ESG investor, is not designated a multi-state adviser, and is not recorded as a pension consultant or related adviser.

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

Contacts

2 of 2
  • ASHVINKUMAR PATEL

    Co-Managing PartnerCRD 6139634

  • MICHAEL MARQUEZ

    Co-Managing PartnerCRD 4259829

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LOS ALTOS, CA

SANTA CLARA

Location

LOS ALTOS, CA

Headquartered in LOS ALTOS, 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
110 1st St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth