ROBINHOOD VENTURES

RIASEC RegisteredEst. 2026
Total AUM
$655M
Discretionary
$655M
100% of AUM
Avg account
$655M
Accounts
1
Employees
125
Advisory reps
3

Firm details

Headquarters
MENLO PARK, California
CRD number
339165
Registered since
January 5, 2026
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Robinhood Ventures is a limited liability company that provides institutional advisory services, with a stated focus on portfolio management for investment companies. The firm reports a percentage-of-assets-under-management fee model and is registered with the SEC in 2026. Ownership is listed as a combination of a domestic entity and an individual. The firm does not identify itself as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator. Industry affiliations reported for the entity include broker-dealer, other investment adviser, and futures commission merchant, which suggests the organization operates across advisory and execution/clearing roles rather than solely as a passive allocator of third-party capital.

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
  • Shiv Verma

    Chief Financial OfficerCRD 5388785

Contacts

2 of 2
  • SARAH PEYRONEL

    Head of VenturesCRD 5010858

  • HOM TAN

    Registered RepresentativeCRD 4983654

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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