SEVEN HILL TECH VENTURES LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
338508

Firm profile

FINTRX

Overview

Seven Hill Tech Ventures LLC is an owner-operated limited liability company that functions as a sponsor and general partner for pooled investment vehicles. The firm’s corporate classification is listed as unclassified and it does not present itself as a capital allocator. Regulatory details are sparse; it is not flagged as a multi-state adviser nor as an active ESG investor. The firm appears focused on managing private pooled vehicles rather than providing broad advisory services to a retail client base.

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

Contacts

1 of 1
  • Michael Coates

    Founding PartnerCRD 8171636

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, 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 FRANCISCO
Address
447 Battery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth