OUTLIER VENTURES
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 289911
Firm profile
FINTRXOverview
Outlier Ventures is organized as a limited liability company and presents itself as a small, single-owner advisory entity. Public disclosures provide almost no detail about investment mandates, portfolio construction, or manager allocation preferences. The firm is classified as "unclassified" and is not identified as a capital allocator, multi-state adviser, pension consultant, or active ESG investor. There are no listed advisory activities, fee structures, or client segments tied to the firm, which suggests it either is inactive in advisory markets or functions in a nontraditional capacity (for example as a vehicle tied to another line of business or a preparatory registration for future activity). Given the owner type listed as an individual and the absence of reported advisory programs or product offerings, the most likely operating model is a single-advisor practice or a dormant advisory registration rather than a multi-advisor RIA platform. The lack of stated business activities or affiliations means there is no evidence of firm-level asset allocation preferences, preferred managers, or sector tilt to evaluate.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1YAN-DAVID ERLICH
CEOCRD 6134528
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 548 Market St
- Time zone
- PT (UTC-8)
- Office locations
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