PVGLOBAL LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
294039
Registered since
June 22, 2018

Firm profile

FINTRX

Overview

Pvglobal LLC is structured as a limited liability company and operates primarily as an adviser and sponsor to pooled investment vehicles. The firm serves as a general partner and managing member for those vehicles, with a clear orientation toward private fund management rather than advisory relationships with retail or institutional advisory clients. Pvglobal has been SEC-registered since 2018, is owned by a mix of a foreign entity and an individual, and is classified as an unclassified adviser in public records. The firm is not identified as an active ESG investor and is not flagged as a multi-state adviser. Its stated industry roles — Other Investment Adviser and Sponsor, GP, and Managing Member Of Pooled Investment Vehicles — point to a business model focused on private fund formation, capital deployment through sponsored vehicles, and GP-led responsibilities (fund administration, capital calls, investor relations at the fund level) rather than delivered, ongoing advisory services to individual accounts.

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

2 of 2
  • EMMANUEL DESOUSA

    Managing PartnerCRD 2665114

  • JOAQUIN RODRIGUEZ TORRES

    Managing PartnerCRD 4442434

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