RETV MANAGEMENT, LLC
Firm details
- Headquarters
- PARK CITY, Utah
- CRD number
- 292895
- Registered since
- March 29, 2018
Firm profile
FINTRXOverview
Retv Management, LLC is a fund manager that structures and operates pooled investment vehicles with a clear emphasis on venture capital investing. The firm is registered with the SEC since 2018 and is organized as a limited liability company with individual ownership. Its regulatory profile shows it as an unclassified adviser that is not flagged as an active ESG investor, not a multi-state adviser, and not a pension consultant. In practice, Retv Management acts as sponsor, general partner and managing member of its funds, which indicates it exercises hands-on governance over fund formation, capital calls and portfolio-level decision-making. The firm does not present itself as a capital allocator in the registration attributes, but its sponsor/GP roles point to direct involvement in sourcing, structuring and managing private fund investments rather than operating as a third-party allocator.
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 1Jacob Zornes
Chief Financial OfficerCRD 7530992
Contacts
2 of 2JOHN HELM
PartnerCRD 1962022
Christopher Yip
PartnerCRD 7894669
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PARK CITY, UT
SUMMIT
Location
PARK CITY, UT
Headquartered in PARK CITY, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SUMMIT
- Address
- 136 Heber Ave
- Time zone
- MT (UTC-7)
- Office locations
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