SV TECH VENTURES, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SUNNYVALE, California
CRD number
286312
Registered since
January 8, 2019

Firm profile

FINTRX

Overview

SV Tech Ventures, Inc. operates as a corporate adviser that allocates capital primarily through pooled venture capital vehicles. The firm functions as sponsor, general partner and managing member of those vehicles, taking active manager roles rather than acting solely as a placement agent. Its activity centers on forming and managing multiple venture capital funds, which suggests a continuing focus on privately held, early-stage companies and direct equity exposures. The firm's business model emphasizes fund-based capital deployment over retail advisory relationships.

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
  • PENG CHENG

    Managing PartnerCRD 5039838

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SUNNYVALE, CA

SANTA CLARA

Location

SUNNYVALE, CA

Headquartered in SUNNYVALE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
415 S Murphy Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth