SHIFT LEFT VENTURES MANAGEMENT COMPANY, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
325347

Firm profile

FINTRX

Overview

Shift Left Ventures Management Company, LLC operates as a limited liability company focused on investment management. The firm primarily engages in managing pooled investment vehicles, specifically in the venture capital space. While it does not classify itself as a capital allocator or an ESG investor, it plays a role as a sponsor and managing member of various investment funds. The firm’s investment strategy emphasizes venture capital opportunities, indicating a preference for high-growth potential investments.

Assets & Accounts

Public Holdings

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

2 of 2
  • Satish Madhira

    FounderCRD 7727319

  • Venkatesh Karnam

    FounderCRD 7724077

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plano, TX

COLLIN

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
5151 Headquarters Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth