SWITCH VENTURE MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
281898
Registered since
March 30, 2021

Firm profile

FINTRX

Overview

Switch Venture Management, LLC is a privately held investment manager formed as a limited liability company and registered with the SEC in 2021. The firm operates as a sponsor, general partner and managing member for pooled investment vehicles, with its primary activity centered on advising and running venture capital funds. It does not position itself as a traditional retail RIA; instead, its business model is fund-centric, focused on sourcing, structuring and managing private equity stakes in growth-oriented companies. The firm is not identified as an active ESG investor and is not set up as a multi-state advisory platform. Its owner structure is individual ownership, which suggests a compact executive team directing investment decisions and fund operations rather than a broad, distributed advisory organization.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • PAUL ARNOLD

    InvestorCRD 6368780

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
2443 Fillmore St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth