PORTFOLIA VENTURE MANAGEMENT, LLC
Firm details
- Headquarters
- SAN MATEO, California
- CRD number
- 316691
- Registered since
- October 20, 2021
Firm profile
FINTRXOverview
Portfolia Venture Management, LLC is an SEC-registered limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. Since its registration in 2021 the firm has focused its activity on structuring and managing venture capital vehicles rather than running a traditional advisory business for retail or high-net-worth individual accounts. The firm is classified as unclassified and is owned by an individual proprietor; it is not designated as a capital allocator and it does not identify as an active ESG investor. Operationally, Portfolia Venture Management, LLC appears built around fund formation and GP-level management. Its declared business activities center on serving as sponsor, general partner and managing member of pooled funds, which implies hands-on responsibilities for deal sourcing, fund administration oversight, and portfolio monitoring on behalf of the funds’ investors.
Assets & Accounts
Investments & Alternatives
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 1Patricia Costello
Founder & CEOCRD 7443187
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 3 E 3rd Ave
- Time zone
- PT (UTC-8)
- Office locations
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