ON DECK INVESTMENT HOLDINGS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
319706

Firm profile

FINTRX

Overview

On Deck Investment Holdings, LLC operates as a sponsor and general partner that organizes and manages pooled investment vehicles, with a primary focus on venture capital. The firm is structured as a limited liability company and is set up as a domestic entity. Its public filings identify it as an unclassified adviser that does not market itself as an active ESG investor and does not function as a multi-state adviser or pension consultant. The firm appears to concentrate on fund-level capital raising and management rather than on delivering retail advisory services to individual accounts. Operationally, On Deck Investment Holdings, LLC functions as the manager of at least one pooled vehicle, acting as sponsor, GP and managing member. That setup indicates the firm handles deal sourcing, portfolio selection and ongoing governance for its fund(s), rather than providing separate account portfolio management or broad advisory services to a retail client base.

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

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
2261 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth