Pinegrove Venture Partners, LLC

RIASEC RegisteredEst. 2023
Total AUM
$13.7B
Discretionary
$13.7B
100% of AUM
Avg account
$202M
Accounts
68
Employees
54
Advisory reps
8

Firm details

Headquarters
Menlo Park, California
CRD number
326747
Registered since
July 21, 2023
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pinegrove Venture Partners, LLC is an SEC-registered manager that operates as a private equity and venture capital fund sponsor and a multifaceted fund manager. Registered in 2023 as an LLC, the firm targets institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. It also performs CPO/CTA activities and acts in sponsor/GP and related sponsor roles for pooled vehicles. The firm charges a mix of percentage-of-assets, fixed, and performance-based fees. Pinegrove is not identified as an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

1 of 1
  • E-john Lee

    Chief Operating OfficerCRD 8180181

Contacts

3 of 7
  • James Ellison

    CRD 8180185

  • Craig Caukin

    Managing DirectorCRD 5634700

  • Sulaiman Mandani

    Managing PartnerCRD 2370829

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

FINTRX

Location

Primary office

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, 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
2882 Sand Hill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth