PROXY VENTURE INVESTORS GP, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
306719

Firm profile

FINTRX

Overview

Proxy Venture Investors Gp, LLC is organized as a limited liability company with individual ownership and an unclassified adviser profile. The entity does not present itself as a multi-state or SEC-registered advisor in the supplied data and is not identified as an active ESG investor or a capital allocator. The firm’s reported activities emphasize sponsor and general partner roles: it is recorded as an other investment adviser, a real estate broker, and a sponsor/GP/managing member of pooled investment vehicles. Those affiliations suggest its primary activity is running pooled private vehicles rather than delivering retail advisory relationships.

Assets & Accounts

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
  • John Andreini

    Chief Compliance OfficerCRD 7213358

Contacts

1 of 1
  • Kevin Guibara

    MemberCRD 7213360

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, 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 FRANCISCO
Address
550 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth