OVERWATER VENTURES LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
317227
Registered since
November 14, 2024

Firm profile

FINTRX

Overview

Overwater Ventures LLC is an SEC-registered investment adviser organized as a limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm’s registered activities emphasize fund management and GP responsibilities rather than traditional advisory relationships with individual retail clients. It is classified as an unclassified, individually owned adviser and is not positioned as an active ESG investor, pension consultant, or multi-state retail adviser. The firm’s public profile centers on private fund management: it advises multiple pooled vehicles with an explicit venture capital focus. That sponsor/GP role implies the firm performs deal sourcing, due diligence, capital formation and ongoing portfolio oversight for its funds rather than delivering one-on-one investment advisory services to retail clients.

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

Contacts

1 of 1
  • KRISTINA SIMMONS

    Founder and Managing PartnerCRD 5587885

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in 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
SANTA CLARA
Address
3175 Hanover St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth