PHOENIX VENTURE PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
9
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN MATEO, California
CRD number
162628
Registered since
March 28, 2012

Firm profile

FINTRX

Overview

Phoenix Venture Partners is a limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. Registered with the SEC in 2012, the firm’s activity centers on running venture capital funds rather than serving individual advisory accounts. Its filings identify it as the managing member or GP for private pooled vehicles, which indicates the team focuses on sourcing, structuring and managing private equity stakes in privately held companies. The firm is not listed as an active ESG investor and is not registered as a multi-state adviser. Phoenix Venture Partners’ operating model is fund-centric: it acts as the capital allocator and manager inside the fund structure rather than maintaining a roster of retail or institutional advisory clients in separate advisory accounts. That structure suggests decision-making, investment selection and portfolio management are executed through the fund vehicles it sponsors.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • YI WANG

    Chief Financial OfficerCRD 2580357

  • ZACHARIAH JONASSON

    Chief Financial OfficerCRD 6039556

Contacts

3 of 7
  • JOHN CHEN

    Founder & Managing PartnerCRD 6039608

  • NOBUYUKI KAMBE

    Co-Founder & General PartnerCRD 6039609

  • Srinivas Rao

    Operating OfficerCRD 6629102

Unlock 4 more contacts

Wealth teams

FINTRX

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

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, 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
1700 S El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth