SUSA VENTURES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
172760
Registered since
December 8, 2014

Firm profile

FINTRX

Overview

Susa Ventures Management, LLC is a limited liability company that has been SEC-registered since 2014 and is owned by an individual. The firm is not positioned as a multi-state advisory business, does not report active ESG investing, and is not identified as a capital allocator in the dataset provided. Its primary role is operating within pooled investment vehicle structures: the firm functions as sponsor, general partner and managing member for funds it manages.

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

Contacts

3 of 3
  • CHAD BYERS

    Co-Founder & General PartnerCRD 6419245

  • LEO POLOVETS

    Founder EmeritusCRD 6422013

  • SETH BERMAN

    Founder EmeritusCRD 6133294

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
660 York St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth