NATIONAL VENTURE DEVELOPMENT

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
OAKLAND, California
CRD number
162019
Registered since
March 14, 2012

Firm profile

FINTRX

Overview

National Venture Development is structured as an investment sponsor and general partner that organizes pooled investment vehicles. The firm registered with the SEC in 2012 and is owned by an individual. In the snapshot provided it is classified as “unclassified,” is not identified as a multi-state adviser, and is not marked as an active ESG investor. The firm’s reported activity centers on sponsoring and acting as the managing member or GP of pooled funds rather than operating as a traditional retail advisory practice.

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
  • Amy Raimundo

    Vice President & Managing DirectorCRD 8065297

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OAKLAND, CA

ALAMEDA

Location

OAKLAND, CA

Headquartered in OAKLAND, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
1 Kaiser Plz
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth