RETV MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PARK CITY, Utah
CRD number
292895
Registered since
March 29, 2018

Firm profile

FINTRX

Overview

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

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
  • Jacob Zornes

    Chief Financial OfficerCRD 7530992

Contacts

2 of 2
  • JOHN HELM

    PartnerCRD 1962022

  • Christopher Yip

    PartnerCRD 7894669

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth