Robinhood Ventures

RIASEC Registered
Total AUM
$717M
Discretionary
$717M
100% of AUM
Avg account
$239M
Accounts
3
Employees
120
Advisory reps
3

Firm details

Headquarters
Menlo Park, California
CRD number
339165
Registered since
January 5, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies95.09%
  • Business Development Companies3.55%
  • Pooled Investment Vehicles1.36%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Robinhood Ventures is organized as a limited liability company and operates as an SEC-registered institutional registered investment adviser (registration noted in 2026). The firm serves institutional clients and uses both asset-based and performance-based fee arrangements. It states advisory capabilities in portfolio management for investment companies and for pooled investment vehicles. The firm is not identified as a capital allocator, does not report being an active ESG investor, and is not registered as a multi-state adviser.

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
  • Shiv Verma

    Chief Financial OfficerCRD 5388785

Contacts

2 of 2
  • Hom Tan

    Hom Tan

    Registered RepresentativeCRD 4983654

  • Sarah Peyronel

    Head of VenturesCRD 5010858

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, 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 Mateo
Address
85 Willow Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth