OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$35.6M
Accounts
31
Employees
1
Advisory reps
2

Firm details

Headquarters
EAST PALO ALTO, California
CRD number
289384
Registered since
April 30, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Olive Technology Ventures Management, LLC is a private investment manager organized as an LLC and registered with the SEC in 2021. FINTRX classifies the firm as a venture capital fund manager that primarily serves institutional clients and provides portfolio management for pooled investment vehicles. Ownership is reported as a mix of a foreign entity and an individual. The firm charges both a percentage-of-assets fee and performance-based fees and is not characterized as a capital allocator in the dataset. The firm is linked to a range of industry roles beyond advisory work: it appears as a sponsor/GP/managing member of pooled investment vehicles and has affiliations reported with broker-dealers, other investment advisers, trust companies, and insurance companies. FINTRX indicates Olive Technology Ventures Management is not an active ESG investor and is not registered as a multi-state adviser.

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

Owners & executives

2 of 2
  • Qian Huang

    CEOCRD 6839273

  • Annie Kong

    Chief Compliance OfficerCRD 7828581

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

EAST PALO ALTO, CA

SAN MATEO

Location

EAST PALO ALTO, CA

Headquartered in EAST PALO ALTO, 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 MATEO
Address
1950 University Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth