NEO VENTURES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
294621
Registered since
April 3, 2018
Website
neo.com

Firm profile

FINTRX

Overview

NEO Ventures, LLC is organized as a limited liability company and has been SEC-registered since 2018. The firm is not classified under a standard advisory subtype in the provided data and is not identified as a multi-state adviser, an ESG-focused manager, a pension consultant, or a capital allocator. Its recorded role in the market is primarily as a sponsor, general partner and managing member of pooled investment vehicles, which indicates a fund-manager operating model rather than a traditional retail advisory practice.

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

Owners & executives

1 of 1
  • Ali Partovi

    CEOCRD 6933040

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
595 Pacific Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth