PARETA VENTURE ADVISORS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
REDWOOD CITY, California
CRD number
307183

Firm profile

FINTRX

Overview

Pareta Venture Advisors, LLC is structured as a privately held limited liability company controlled by an individual owner. The firm’s public profile indicates it functions primarily as an adviser to private funds rather than as a broad-based multi-state registered adviser or pension consultant. It is not identified as an active ESG investor and is not flagged as a capital allocator or part of a related-adviser network.

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
  • Holly Liu

    MemberCRD 7218938

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

REDWOOD CITY, CA

SAN MATEO

Location

REDWOOD CITY, CA

Headquartered in REDWOOD CITY, 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
1017 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth