PRINCIPAL VP MANAGEMENT COMPANY 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
332876
Registered since
November 25, 2024

Firm profile

FINTRX

Overview

Principal Vp Management Company LLC is an SEC-registered limited liability company that operates as a sponsor, general partner and managing member of pooled investment vehicles. The firm’s public profile centers on running private venture capital funds rather than providing traditional advisory services to retail or institutional advisory clients. It is not categorized as an active ESG investor and does not report multi-state advisory activity; its business model emphasizes fund sponsorship and GP responsibilities over direct wealth advisory relationships.

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
  • Songyee Yoon

    Founder & Managing PartnerCRD 7873355

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
164 Hamilton Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth