SV18 MGMT, LLC

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

Firm details

Headquarters
SAN DIEGO, California
CRD number
306928

Firm profile

FINTRX

Overview

Sv18 Mgmt, LLC is a small, privately held limited liability company that operates as a sponsor and broker in real estate limited partnerships while also advising a single private equity vehicle. The firm’s activities point to a focus on sponsored LP structures rather than broad retail advisory services. Its public filings characterize it as an unclassified adviser and not a multi-state or ESG-focused manager, which aligns with a narrow, transaction-oriented business model: sourcing, structuring and managing private deals—most notably in private equity and real estate sponsorship roles. Investment activity appears concentrated and deal-driven. The firm runs one private equity fund and acts as a sponsor of limited partnerships, implying direct involvement in asset selection, capital structuring and ongoing asset management for those vehicles. Given the small scale of assets under management and the sponsor role, Sv18 Mgmt, LLC is likely to favor concentrated positions, active oversight of underlying assets, and sponsor-level economics typical of small private fund managers.

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
  • ZURI MICHAN

    ManagerCRD 7475557

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
8895 Towne Centre Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth