SCALE VENTURE PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
18
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
FOSTER CITY, California
CRD number
162728
Registered since
March 28, 2012

Firm profile

FINTRX

Overview

Scale Venture Partners is organized as a limited liability company and functions primarily as a sponsor and general partner of pooled investment vehicles. The firm is registered with the SEC (registration year listed as 2012) and is structured with domestic entity and individual ownership. Its activity is concentrated on managing venture capital vehicles rather than operating as a traditional advisory firm serving retail or high-net-worth client accounts. The firm is not identified as an active ESG investor in the provided data.

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
  • MARY MCLAUGHLIN-DENTEN

    Chief Financial OfficerCRD 6044522

Contacts

3 of 17
  • ROBERT HERB

    MemberCRD 6044596

  • ARIEL TSEITLIN

    PartnerCRD 6317822

  • ROBERT THEIS

    General PartnerCRD 6044510

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FOSTER CITY, CA

SAN MATEO

Location

FOSTER CITY, CA

Headquartered in FOSTER CITY, 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
950 Tower Ln
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth